Cetera Financial Group

Cetera Financial Group

Service Professional

Saint Cloud, MN, United States

Sponsorship not specifiedDetected 28 days ago

About the role

  • Complete training on the rules and regulations on Individual Retirement Plans (IRA).
  • Participate in special projects as assigned.

Responsibilities

  • 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.
  • Provide training support on department process and system navigation.

Benefits

  • Provide support to our clients related Individual Retirement Plans.

Company info

  • The goal is to build and maintain client loyalty as well as to create the world's most referable platform.
  • Handle complex and escalated issues from representatives and customers.

This listing is sourced directly from Cetera Financial Group's careers page and normalized into a canonical job model.