About this role
Senior Client Services Representative at Cetera Financial Group Inc. Location: Atlanta, Georgia, United States. Role: supporting representatives, preparing paperwork, scheduling appointments Requirements: High school diploma/GED; experience in admin/customer service; some industry licensing preferred (Life/Accident & Health, FINRA Series 6/7 and 66 or 63/65); strong communication and time management; proficient in Microsoft Office and CRM tools. Category: Customer Service Seniority: Entry Level Tools: AdviceWorks, SmartWorks, Redtail, Microsoft Word, Microsoft Excel, Microsoft PowerPoint Certifications: life, accident & health insurance, series 6, series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Hybrid Languages: English