Senior Service Professional

Cetera is currently seeking a Senior Service Professional for our Advisor Support team in Dallas, TX. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period. Candidates must be located near one of Cetera's office hubs in Dallas, TX | El Segundo, CA | St. Cloud, MN | St. Paul, MN | or Des Moines, IA.Core Responsibilities:Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships.Establishing oneself as the primary point of contact for advisors' clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successful resolutionProficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, spanning from assisting with new account setup to managing transactions and servicing requirements.Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements.Efficiently utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up.Provide in person/virtual training to clients and advisors, as well as utilize experience to provide training to peers on complex topics as necessary.Able to assist with complex cases and escalations from Service ProfessionalsOther duties as assigned.Required Knowledge, Skills, and Abilities:Strong communication skillsOrganizational skillsAttention to detailAnalytical thought processorAbility to multi taskAdaptable to change in a fast-paced environmentCourteous and empathetic to client concernsSuperior listening skillsPositive role model to colleaguesTeam player attitudeEnergetic and results-orientedDemonstrate a real passion for providing a high level of customer serviceProcessing Experience: Prior experience in processing financial transactions such as journals, distributions, and check requests are highly desirable.Desired Knowledge, Skills, and Abilities:Call Center experienceDemonstrated experience delivering excellent problem resolution, organizational and follow-up skillsFamiliarity with Schwab, Fidelity or Pershing in systems like Orion and EnvestnetLicensing (SIE or other FINRA Licensing)Minimum Required Education & Experience:High School Diploma or GED1 year's applicable experience1 years of experience with MS Office toolsLicensing (if applicable)Travel Requirements: No Travel RequiredCompensation: The base hourly range for this role is $22.60-29.80, plus a competitive performance-based bonus. Base hourly range depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base hourly range may also differ significantly due to geography and cost of labor considerations.#LI-hybrid

Created: 2026-03-04