Cetera Financial Group is currently seeking a Client Support Supervisor for our Resource Center. This is a unique opportunity to provide top-notch leadership to a team of Associates and deliver world-class customer service to our Advisors and their support staff. Our successful Resource Center Supervisors thrive on being able to work in a fast-paced, evolving, high volume and structured environment while driving functional results and cultivating a positive continuous improvement culture.

What we do here: Cetera is a leading financial advice firm with offices across the United States. Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services and more. Everything we do is designed to support and empower our financial professionals, their clients, and our employees.

Why work for us: As a member of the Cetera team, you’re central to our mission and the reason for our growth. The very experiences you’ll help support, strategize, design, and put into action have a direct impact on the lives of millions of people throughout the country.

What we can give you: We get it. As important as your career might be, there’s a whole lot more to life. We offer a competitive perks and benefits package including on the job training, career growth, the opportunity to work remotely, 4 weeks PTO starting, 16 paid volunteer hours, 401k program with match, and more.

What you will do:

• Provide day to day leadership and support to Resource Center Associates
• Create and maintain service standards for daily operations, client service, and client retention
• Analyze, establish, implement, and monitor operational goals using statistical data to determine workload, productivity, and effectiveness of team
• Conduct regular staff meetings to ensure team adherence to compliance rules and regulations
• Responsible for decisions regarding employment, performance appraisals, training, disciplinary actions, and salary recommendations
• Cultivate a culture of continuous improvement and learning by providing feedback to associates on all performance measures and developing career path and skills enhancement opportunities
• Assist team by interpreting, researching, and resolving the most complex call inquiries and escalations with limited support
• Assist with taking calls and providing back-up support to the Team Lead or the Director during peak or critical times, as needed
• Partner with senior management to establish goals and develop strategy
• Monitor and manage department expenses to remain within approved budget/policy
• Represent Cetera and the Resource Center by presenting at conferences and other events, as needed, up to 10% of time possible

What you need to have:

• Bachelor’s degree or equivalent experience
• Series 7 or 99 - Or willing to obtain within 90 days
• Excellent management skills, solid understanding of call volume management procedures
• Proven experience in positively managing and coaching others towards high performance
• Robust verbal and written communication skills
• Able to understand end-to-end processes and their interdependencies

Really catch our eye with:

• 3 to 5 years BD/Financial Services experience

Our top performers share the following traits:

• Strong organizational skills and the ability to manage multiple priorities
• Exceptional analytical skills, ability to solve diverse and complex problems with limited precedents or guidelines
• In-depth understanding of Cetera and our industry

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• AD&D insurance
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance
• Work from home

Schedule:

• Monday to Friday
• Weekend availability

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• St Louis Park, MN 55426: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Call center management: 2 years (Required)
• Financial services: 2 years (Required)

License/Certification:

• Series 7 (Preferred)
• Series 99 (Preferred)

Work Location: Hybrid remote in Minnetonka, MN 55305