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Advisor Tech Services Professional

Cetera Financial Group, Inc.

Dallas, Texas • Today

Full-time

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Cetera Financial Group, Inc.

Dallas, Texas • Today

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Technology Director

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USD 190,000.00 - 220,000.00 per year

.ENTERPRISE ARCHITECT LEAD.INFO TECH SERVICES

Dallas County

Dallas, Texas • Today

Full-time

Cetera Financial Group, Inc.

Job Details

Skills

Collaboration
Conflict Resolution
Problem Solving
Finance
Network
Web Portals
Tier 3
Management
Technical Support
Customer Relationship Management (CRM)
Customer Satisfaction
Reporting
Customer Experience
Training
Microsoft Exchange
Microsoft Office
Typing
Organizational Skills
Communication
Adaptability

Summary

Job Description

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

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: RTX1a6d2c
Position Id: 6668
Posted 1 day ago

Company Info

About Cetera Financial Group, Inc.

Advancing What's Next

Cetera Financial Group, Inc. is transforming how advisors guide individuals and families to achieve financial well-being at every stage of their lives.

We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike. As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life.

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USD 55,000.00 - 86,000.00 per year

Cetera Financial Group, Inc.

Job Details

Skills

Collaboration
Conflict Resolution
Problem Solving
Finance
Network
Web Portals
Tier 3
Management
Technical Support
Customer Relationship Management (CRM)
Customer Satisfaction
Reporting
Customer Experience
Training
Microsoft Exchange
Microsoft Office
Typing
Organizational Skills
Communication
Adaptability

Summary

Dice Id: RTX1a6d2c
Position Id: 6668
Posted 1 day ago

Company Info

About Cetera Financial Group, Inc.

Advancing What's Next

Cetera Financial Group, Inc. is transforming how advisors guide individuals and families to achieve financial well-being at every stage of their lives.

Go to company profile

Fitment

Dice Job Match Score™

To see how well you match this job, please log in or create an account.

Once logged in, be sure to complete your profile to get the most accurate match score.

Create job alert

Never miss an opportunity! Create an alert based on the job you applied for.

Similar Jobs

Advisor Security Support Engineer

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