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Candidate Experience site
Des Moines, IA | Full Time
$34k-42k (estimate)
7 Months Ago
Service Professional
$34k-42k (estimate)
Full Time 7 Months Ago
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Candidate Experience site is Hiring a Service Professional Near Des Moines, IA

Cetera is a leading financial advice firm. Comprehensive services include wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research. We believe in the power of more. Everything we do is designed to support and empower our financial professionals, their clients, and our employees to do more so they can be more. This is a unique opportunity to join our team to provide customer service to our clients. You'll 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. We are currently seeking a Service Professional for our IRA team to add to our team in St. Cloud, MN; Des Moines, IA; St Paul, MN. 

What you will do: 

  • Complete training on the rules and regulations of Individual Retirement Plans (IRA).
  • Provide support to our clients related to Individual Retirement Plans. 
  • Handle complex and escalated issues from representatives and customers.
  • Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer
  • Work independently within the team to assist callers without requiring outside assistance.
  • Participate in special projects as assigned.
  • Provide training support on department processes and system navigation.

What you need to have:

  • 1 years of previous customer service-related work
  • 1 years of proficiency with Microsoft Office tools.
  • Must have a High School diploma or GED

#LI-Onsite 

Job Summary

JOB TYPE

Full Time

SALARY

$34k-42k (estimate)

POST DATE

10/06/2023

EXPIRATION DATE

06/08/2024

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The job skills required for Service Professional include Verbal Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Service Professional. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Service Professional. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Service Professional positions, which can be used as a reference in future career path planning. As a Service Professional, it can be promoted into senior positions as a Customer Service Representative II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Service Professional. You can explore the career advancement for a Service Professional below and select your interested title to get hiring information.