About this role
Client Services Representative at Cetera Financial Group Inc. Location: Houston, Texas, United States. Role: supporting advisors, preparing paperwork, managing clients Requirements: High school diploma/GED, administrative or customer service experience, strong time management, written/verbal communication, and Microsoft Office proficiency; ability to learn new programs and handle confidential information. Category: Customer Service Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, AdviceWorks, SmartWorks, Redtail Commitment: Full Time Workplace: Onsite Languages: English