Operations Professional

New Yesterday

Operations Professional
Cetera is currently seeking an Operations Professional located in Des Moines, IA. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period and continued success of candidate and job needs.
Core Responsibilities:
* Provide high-level operational, customer service, and administrative support. * Be responsible for daily processing of work associated with the department. This may include journal entries, account processing, payment solutions, etc. * Respond to telephone/email/chat or written correspondence inquiries from internal and external customers including registered representatives regarding account status, account changes and process. * Perform research as requested on customer accounts. * Partner with other team members to ensure financial professionals experience consistent, high-quality customer service. * Comply with processes and procedures of the team and any regulatory requirements. * Know how to access Written Supervisory Procedures (WSPs) for the teams and processes supported * Other duties as assigned.
Required Knowledge, Skills, and Abilities:
* Flexible and adaptable to change * Strong communication and organizational skills * Positive role model to colleagues * Highly responsive to coaching and training * Independent; able to work and resolve complex issues with minimal guidance * Ability to learn quickly and multi-task effectively in a fast-paced environment * Team player attitude * Energetic and results-oriented * Ability to train others on same job roles & responsibilities as needed
Desired Knowledge, Skills, and Abilities:
* Previous experience in the Finance industry * 1 year operations experience * 1 year of experience with MS Office tools * Bachelor's degree * Series 99, 6, or 7 licensed
* Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills * Ability to multi-task while staying on track with regulatory deadlines, field inquiries, and internal assignments.
Minimum Required Education & Experience:
* High School Diploma or GED
Travel Requirements: No Travel Required
#LI-Hybrid
Location:
Des Moines

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