This is a remote (work from home) position with regular office hours - meaning no nights or weekends and benefits starting the first of the month following your start date. If you have prior Financial/Investment experience (IRA, Retirement, Annuity) and have previously worked within an inbound call center environment, we encourage you to apply!
What we do here: Cetera is a leading financial advice firm with offices across the United States. Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services and more. Everything we do is designed to support and empower our financial professionals, their clients, and our employees.
Why work for us: As a member of the Cetera team, you're central to our mission and the reason for our growth. The very experiences you'll help support, strategize, design, and put into action have a direct impact on the lives of millions of people throughout the country.
What we can give you: We get it. As important as your career might be, there's a whole lot more to life. We offer a competitive perks and benefits package including on the job training, career growth, the opportunity to work remotely, 4 weeks PTO starting, 16 paid volunteer hours, 401k program with match, and more.
What you will do: The Resource Center serves as one of the primary points of contact for our advisors, their office staff and their clients. This position will be responsible for creating Raving Fans by providing outstanding Red-Carpet service. Our Resource Center Specialists are in a unique position to learn the Independent Financial Advice Business. Associate growth and development is a cornerstone of our firm. This role will be responsible for, but not limited to the following:
Cultivating one-on-one relationships with advisors, their staff, and end clients.
Serve as the Advisor's primary point of contact through inbound calls or emails and own their reason for calling from start to finish.
Responding to questions regarding brokerage operations, advisory accounts and direct business. Topics can range from helping them with new account opening as well as servicing transactions.
Provide support to our advisors with our key technologies.
Utilize CRM tool to accurately record and track service requests and follow-up.
Work closely with other teams to achieve win-win outcomes for our Advisors.
What you need to have:
2+ years of experience in the financial services industry, preferably with a Registered Investment Advisor or Broker-Dealer.
2+ years in a heavy-volume inbound Call Center environment
Prior experience with Investments/Finance
Ability to work from home (we provide the tools)
Able to multitask in a fast-paced environment.
Really catch our eye with:
Bachelor's degree from a four-year college or university, preferably in Finance, Economics, Business Administration, or related field.
Experience with Pershing or Schwab.
Experience with financial systems such as Salesforce, Envestnet, NetX360, Docupace, RedTail, etc.
Job Type: Full-time
Pay: $21.00 - $23.00 per hour
Employee assistance program
Flexible spending account
Health savings account
Paid time off
Supplemental pay types:
On average, how many inbound calls do you handle in your current role?
How many years of working with a Registered Investment Advisor do you currently possess?
Inbound Call Center: 2 years (Required)
Salesforce: 1 year (Required)
NetX360: 1 year (Preferred)
Pershing: 1 year (Preferred)
Work Location: Remote