Cetera Financial Group
Client Services Representative
Westbury, NY, United States · Part-time
Sponsorship not specifiedDetected 55 days ago
Customer Support
About the role
- This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships,
- schedule appointments, and communicate with clients and financial companies. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo). *This position is part-time and on-site.
Responsibilities
- This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience.
- This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies.
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This listing is sourced directly from Cetera Financial Group's careers page and normalized into a canonical job model.