Hybrid Specialty Operations Professional bei Cetera Financial Group Inc
Cetera Financial Group Inc · Saint Cloud, Vereinigte Staaten Von Amerika · Hybrid
- Junior
- Optionales Büro in Saint Cloud
Saint Cloud, MN, United States
Schedule: 8am-5pm In Office (2 days per week in office after 6 months and proven job performance)– some flexibility based on team needs – occasionally will need to work until 5:30
What we need: Cetera Financial Group is currently seeking an Operations Associate for our Life Insurance Department. This is a unique opportunity to join our team in providing operational support and world class customer service to our clients.
What you will do:
Provide operational, customer service and administrative support for the Life Insurance Department.
Be responsible for daily processing of work associated with the department. This includes processing applications, commissions and building relationships with our partners.
Respond to inquiries from internal and external customers via email, phone.
Be a liaison between customers/financial professionals and institutions, including banks, credit unions and clearing firms
Perform research as requested on customer accounts.
What you need to have:
High School Diploma or equivalent
Customer Service experience preferred
Teamwork environment experience preferred
1+ year of experience working in an office environment
1+ year of experience with MS Office
Really catch our eye with:
Bachelor’s degree
2+ years of experience working with MS Office
2+ years of experience in Financial Services Industry
2+ years of experience delivering excellent problem resolution, organizational and follow-up skills
Our top performers share the following traits:
Passion for delivering world class customer service
Strong analytical thinking and problem-solving skills
Ability to multitask
Personal integrity, responsiveness, professionalism, and ambition; strong work ethic
Demonstrated experience communicating orally and in writing
Flexible and adaptable to change
Positive role model to colleagues; team player mentality
Compensation:
The base salary range for this role is $16.35 - $21.15 per hour, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location.
#LI-Onsite
Company
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 foster.
- 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.
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 an independent financial advisor network and 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,and Cetera Financial Specialists.
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.
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