About this role
Client Services Representative at Cetera Financial Group Inc. Location: Woburn, Massachusetts, United States. Role: answering phones, scheduling appointments, preparing client materials Requirements: HS diploma; licensing may include life/health insurance and FINRA licenses 6/7/66 or 63/65; administrative/customer service experience. Category: Customer Service Seniority: Entry Level Tools: Microsoft Office (Word, Excel, PowerPoint) Certifications: life insurance, health insurance, finra series 6, finra series 7, finra series 66, finra series 63, finra series 65 Commitment: Full Time Workplace: Onsite Languages: English