2 Client Services Representative Jobs in Saint Cloud, MN
Candidate Experience site is Hiring a Client Services Representative Near Saint Cloud, MN
At Cetera, we look at continuous process improvement with the goal of making things more efficient and providing a better experience for our advisors/client and demonstrating a mindset of owning and seeing issues through to completion/resolution. We are currently seeking to add a Client Service Representative to our Advisor team based in Saint Cloud, MN. This role supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This role can be part of the Career Pathing program for future opportunities once licensed (Insurance, Series 6 or 7 & 66, which is company sponsored). This position will be based in office Mondays - Thursdays and offers a work from home opportunity on Fridays.
What you will do:
- Act as a liaison between the registered representatives and their clients while following FINRA guidelines and limitations due to licensing requirements.
- Prepare and complete client paperwork and follow up tasks to support registered representative.
- Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs.
- Maintain an organized filing system following compliance guidelines along with a process for registered representative to support clients and prospects current and future needs.
- Leverage e-sign whenever possible.
- Utilize the Annuity Search Tool, DP Maintenance and Items for Attention to insure deepening the book of business based on client needs, opportunities and a clean paperwork flow.
- Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner.
- Processing client distributions – both qualified and non-qualified.
- Distributing mail and faxes.
- Provide backup and support to other assistants as needed.
What you will have:
- High School diploma or equivalent
- Prior experience in the financial industry helpful
- Prior office/administration experience preferred
- Strong verbal communication skills with a client service focus
#LI-Onsite- Fully on-site
Job Summary
Full Time
$41k-52k (estimate)
05/05/2024
07/03/2024
The job skills required for Client Services Representative include Client Service, Customer Service, Futures, Verbal Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Representative positions, which can be used as a reference in future career path planning. As a Client Services Representative, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Representative. You can explore the career advancement for a Client Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Representative job description and responsibilities
Providing the clients with product and service knowledge.
02/20/2022: Colorado Springs, CO
The Client Services Representative performs Masterfile maintenance and quality control, facilitates requests supporting audit exams and reviews, ad-hoc regulatory requests and self-testing.
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The Client Services Representative provides various customer service functions that support the patient care units and off-site lab customers.
01/13/2022: Santa Ana, CA
The Client Services Representative reflects the mission, vision, values of NM and adheres to the organization's Code of Ethics and Corporate Compliance Program. Complies with all relevant policies, procedures, guidelines, other regulatory and accreditatio
02/10/2022: Fresno, CA
Planning and making a schedule for the monthly meetings with the clients.
03/01/2022: High Point, NC
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Representative jobs
A Client Services Representative needs to be familiar with every part of a site.
01/02/2022: Fargo, ND
Representatives who work for utility and telecommunications companies may help customers with service problems, such as outages.
12/22/2021: Elkhart, IN
Review the job description for a Client Services Representative.
01/01/2022: Carson City, NV
The CSR works is to set expectations for both the client and the specialist so that realistic goals are set and achieved.
12/30/2021: Santa Rosa, CA
The representative may be seated at a desk or workstation, or they may be on the phone with clients.
02/17/2022: Knoxville, TN
Step 3: View the best colleges and universities for Client Services Representative.
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