About this role
Senior Service Professional at Cetera Financial Group Inc. Location: Dallas, Texas, United States. Role: cultivating connections, providing support, processing transactions Requirements: 1+ year relevant experience, strong communication, organization, analytical and multi-tasking skills; MS Office and CRM experience; familiarity with Schwab/Fidelity/Pershing, Orion, Envestnet; SIE or other FINRA licensing desired. Category: Customer Service Seniority: Entry Level Tools: CRM, Microsoft Office, Orion, Envestnet, Schwab, Fidelity, Pershing Certifications: sie, finra Commitment: Full Time Workplace: Hybrid Languages: English