Service Professional

As a Service Professional - 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.