Service Professional at Avantax Planning Partners

Dallas, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

30 Jun, 26

Salary

26.45

Posted On

01 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication Skills, Organizational Skills, Attention to Detail, Analytical Thinking, Multitasking, Adaptability, Empathy, Listening Skills, Team Player, Customer Service, Problem Resolution, Follow-Up Skills

Industry

Financial Services

Description

Cetera is currently seeking a Service Professional for our Resource Center team located in Dallas, TX. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. Core Responsibilities: • Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships. • Establishing oneself as the primary point of contact for advisors’ clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successful resolution • Proficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, spanning from assisting with new account setup to managing transactions and servicing requirements. • Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements. • Efficiently utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up. • Provide in person/virtual training to clients and advisors, as well as may provide training to peers as necessary. • Other duties as assigned. Required Knowledge, Skills, and Abilities: • Strong communication skills • Organizational skills • Attention to detail • Analytical thought processor • Ability to multitask • Adaptable to change in a fast-paced environment • Courteous and empathetic to client concerns • Superior listening skills • Positive role model to colleagues • Team player attitude • Energetic and results-oriented • Demonstrate a real passion for providing a high level of customer service Desired Knowledge, Skills, and Abilities: • Banking/Financial experience • Call Center experience • Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills Minimum Required Education & Experience: • High School diploma or equivalent Travel Requirements: No Travel Required About Us What we give you in return: Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: * Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. * Easy access to mental health benefits to meet our team members and their families where they are. * 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. * 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. * Paid parental leave to support all team members with birth, adoption, and foster. * Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. * Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. About Cetera Financial Group: Cetera Financial Group [https://cetera.com/]® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology. "Cetera Financial Group [https://www.cetera.com/about-us]" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC [https://www.ceteraadvisornetworks.com/welcome], Cetera Wealth Services LLC [https://www.ceteraadvisornetworks.com/welcome] (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, [https://www.cetera.com/firms/cetera-financial-institutions] or Cetera Investors [https://www.cetera.com/firms/cetera-financial-specialists]. All firms are members FINRA/SIPC. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy [https://www.cetera.com/uploads/07/12/workforce_privacy_policy.pdf] for further details on what information we collect and the purposes for collection.

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Responsibilities

The Service Professional will cultivate connections with advisors and clients, serving as the primary contact for guidance throughout their journey. They will address queries related to brokerage operations and provide training to clients and advisors.