Client Support Associate, Online Support Services Details

Client Support Associate, Online Support Services

Cetera Financial Group - Saint Cloud, MN

Employment Type : Full-Time

Client Support Associate, Online Support Services - (2002R)Description
What we need:
Cetera Financial Group is currently seeking an Operations Support Associate. This is a unique opportunity to join our team to provide technical support, troubleshooting, and world-class customer service to our field sales reps.

What you will do:
Respond to telephone support inquiries from Financial Advisors, their supporting staff in field, and end clients. Provide technical assistance with system status, network connectivity, along with a variety of problems of all installed applications and software products supported by IT. Provide ongoing service focused support for all aspects of Cetera web portals, identify trends, and report trouble tickets to tier 3 support.You will be responsible for creating Raving fans by delivering excellent support to all of our advisors end-clients. The goal is to build and maintain client loyalty as well as create the world’s most referable platform.Responsibilities:

• Provide support to our advisors and end-clients with the navigation and use of various systems associated with the Broker/Dealer
• Troubleshoot and resolve product or service problems; determining the cause and explaining the best solution to resolve the issue
• Resolve less complex problems immediately and direct complex inquiries to the IT Support team and/or vendor for resolution
• Utilize the CRM (Client Relationship Management) tool to record calls and status of all requests
• Provide follow-up to ensure full customer satisfaction
• Escalate requests to or consult with senior staff when solution is unclear
• Report problems with procedures and make suggestions for improvement
• Participate in special projects that enhance the overall advisor and client experience
• Provide support to our clients in all aspects of the Cetera Client and Advisor Portals
• Maintain high level standards of call handling requirements and quality review scores while adhering to assigned work schedule

Provide training support on department process and system navigation
Qualifications
Required Skills:

• Demonstrated technical acumen
• Understanding of MS Exchange and MS Office 365
• Excellent typing skills
• Understands how to interact with and navigate web-based applications
• Strong orientation toward service
• Patience when working with callers that are less technically proficient
• Strong organizational skills
• Excellent interpersonal communication skills.
• Flexible and adaptable to change in a fast-paced environment
• Courteous and empathetic to customer concerns
• Able to work well independently and within a team environment.
• Ability to handle challenging calls with poise, patience and positive demeanor

What you should to have:
Minimum Education Required

• High School Diploma
• 3+ years of technology-based call center experience
• 3+years of overall PC tech experience
• 3+ years of experience w/ Windows

Previous customer service background and experience a plusWhat we give you in return:
Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years.
About Cetera Financial Group
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,Cetera Financial Specialists, First Allied Securities, Girard Securities, and Summit Brokerage Services.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Primary Location: US-MN-Saint Cloud Work Locations: St. Cloud 400 1st South Suite 300 Saint Cloud 56301 Job: Operations Organization: Operations : Full-time Job Posting: Oct 28, 2020, 4:09:09 PM