Service Professional at Avantax Planning Partners

Saint Paul, Minnesota, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Jun, 26

Salary

23.0

Posted On

26 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication Skills, Organizational Skills, Attention To Detail, Analytical Thought Processor, Multitask, Adaptability, Courteous, Empathetic, Listening Skills, Positive Role Model, Team Player, Energetic, Results-Oriented, Customer Service

Industry

Financial Services

Description

Cetera is currently seeking a Service Professional for our IRA team located in St. Cloud. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period. 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. 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 The base annual salary range for this role is $21.62 - $23.00 hourly, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. #LI-Onsite

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Responsibilities

The Service Professional will cultivate meaningful connections with advisors, their teams, and clients, acting as the primary point of contact to provide comprehensive guidance from inception to resolution. Responsibilities also include proficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, and empowering advisors with support using innovative technologies.