Best suited to technically proficient individuals with a strong service orientation working in the financial advisory domain.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Cetera Financial Group
We are seeking a customer-focused and technically savvy Technical Support Specialist to provide exceptional support to Financial Advisors, their staff, and end clients. In this role, you will serve as a primary point of contact for technical and service-related inquiries, helping users navigate systems, resolve issues, and maximize their experience with Cetera's technology platforms.
You will troubleshoot application, connectivity, and portal-related issues, collaborate with internal teams to resolve complex challenges, and deliver outstanding service that drives client satisfaction and loyalty. Success in this position requires strong problem-solving skills, technical aptitude, and a passion for delivering an exceptional client experience.
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 advisor’s 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
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
About Us
What we give you in return:
Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and fostering.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind
About Cetera
Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers 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 one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.
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 (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.
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 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.
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Source: Cetera Financial Group careers