About this role
Senior Client Services Representative at Cetera Financial Group Inc. Location: San Diego, California, United States. Role: supporting representatives, processing paperwork, scheduling appointments Requirements: Supports registered representatives with client paperwork, transactions, scheduling, client outreach, and practice support. Requires high school diploma/GED, some licensing (e.g., Series 6/7/63/65/66 or Life/Accident & Health), administrative/customer service experience, and Microsoft Office proficiency. Category: Customer Service Seniority: Entry Level Tools: AdviceWorks, SmartWorks, Redtail, Microsoft Word, Microsoft Excel, Microsoft PowerPoint Certifications: life accident & health, series 6, series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Hybrid Languages: English