As a Financial Services Call Center Representative 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 worlds most referable platform.
• 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
Really catch our eye with:
• Demonstrate a real passion for providing high level of customer service.
• Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
• Top notch communication and interpersonal skills
• Keen eye for detail
• Highly responsive to coaching and training.
• Able to work well independently as well as collaborating with team members and other peers/leaders
• Show an understanding of the Financial Services Industry and our role in it.
• Banking experience
Our top performers share the following traits:
• 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
Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
Pay Details: $17.00 to $19.00 per hour
Search managed by: Breanna Hall
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
