Service Professional

Job Description

Position Title: IRA Coordinator

Location: Saint Cloud, MN

Schedule: 8am-5pm, in office

What we do here: Cetera is a leading financial advice firm. Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research. We believe in the power of more. Everything we do is designed to support and empower our financial professionals, their clients, and our employees to do more so they can be more.

Why work for us: As a member of the Cetera team, you're central to our mission and the reason for our growth. The very experiences you'll help strategize, design, and put into action have a direct impact on the lives of millions of people throughout the country. If you believe there's a better way to do things, and that there's more to life than settling for the status quo, we might be a great place for you to grow your career.

What we can give you: We get it. As important as your career might be, there's a whole lot more to life. We offer a competitive salary and benefits package including career growth opportunities, a modern office environment with sit/stand desks, 4 weeks PTO starting, 16 paid volunteer hours, 401k program with match, various Health, Dental and Vision options, company paid STD/LTD and Life Insurance.

What is this position and what makes you a good fit? Cetera Financial Group is currently seeking a Client Support Associate - IRA for our company's office located in St. Cloud, MN. This is a unique opportunity to join our team to provide customer service to our clients.

What you will do: As a Client Support Associate - IRA at Cetera Financial Institutions, you will be responsible for creating Raving fans by delivering excellent service to our clients. The goal is to build and maintain client loyalty as well as to create the world's most referable platform.

• Complete training on the rules and regulations on Individual Retirement Plans (IRA).
• Provide support to our clients related Individual Retirement Plans.
• Handle complex and escalated issues from representatives and customers.
• 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.
• Participate in special projects as assigned.
• Provide training support on department process and system navigation.
• 1+ year of previous customer service related work
• 1+ years of proficiency with Microsoft Office tools.
• Must have a High School diploma or GED