Client Services Representative

Cetera · United States

Client Services Representative – S1 This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo). This is Part Time and Onsite. What You Will Do:

• Act as a liaison between the registered representatives and their clients.
• Answer phones, schedule appointments, and prepare materials for client

• Organize client events and follow up tasks.
• Maintain client records and retention management within corporate

• Educate clients on account services, capabilities, and new technology.
• Complete required corporate training on new technologies and follow

• High School Diploma or GED
• Experience in an administrative or customer service role
• Strong time management skills
• Excellent written and verbal communication skills
• Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability

• Financial services and/or banking background
• Bachelor’s degree in Finance, Business, Marketing, or Communications
• Attention to detail, excellent organization skills, ability to multi-task and

• Self-starter, productive, works well with a team and independently
• Professional and positive attitude, friendly demeanor both in-person and by

• Trustworthy; uses discretion with confidential information
• Listens well to instruction and consistently retains details