Service Professional

Cetera
Saint Cloud, TX
Category Customer Service
Job Description
Cetera Financial Group is seeking a Service Professional - IRA to provide customer service to clients, build and maintain client loyalty, and create a referable platform. The role involves training on Individual Retirement Plans, providing support to clients, handling complex issues, and participating in special projects.

Requirements

  • 1+ year of previous customer service related work
  • 1+ years of proficiency with Microsoft Office tools
  • Must have a High School diploma or GED

Benefits

  • 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
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