Service Professional at Avantax Planning Partners

Saint Cloud, Minnesota, United States -

Full Time

Start Date

Immediate

Expiry Date

31 Jul, 26

Salary

24.05

Posted On

02 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer service, Call center operations, Problem resolution, Microsoft Office, CRM, Brokerage operations, Advisory accounts, Communication, Organizational skills, Follow up skills, Training support, System navigation

Industry

Financial Services

Description

Cetera is currently seeking a Service Professional for our team located in St. Cloud, MN. As a Service Professional at Cetera Financial Institutions, you will be responsible for creating raving fans by delivering excellent service to our clients. The goal is to build and maintain client loyalty as well as to create the world’s most referable platform. 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. What you will do: * Handle complex and escalated issues from financial professionals and customers. * Provide support to our clients in all aspects of their business. This will include brokerage operations, advisory accounts, transfers, direct business, etc. * Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer * Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule. * Utilize the CRM (Client Relationship Management) tool to accurately record each call. * Work independently within the team to assist callers without requiring outside assistance. * Participate in special projects as assigned. * Provide training support on department process and system navigation What you need to have: * 1+ year of previous call center experience * 1+ year of proficiency with Microsoft Office tools. * Must have High School diploma or GED * Demonstrated experience delivering excellent problem resolution, organizational and follow up skills * Success driven personality The base annual salary range for this role is $19.25 - $24.05 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 provide operational support and world-class customer service to financial professionals and clients. Responsibilities include handling complex issues, maintaining CRM records, and assisting with brokerage and advisory account operations.