IRA Service Professional

External Description Str : Cetera is a leading financial advice firm. Comprehensive services include wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research. We believe in the power of more. Everything we do is designed to support and empower our financial professionals, their clients, and our employees to do more so they can be more. This is a unique opportunity to join our team to provide customer service to our clients. You'll be responsible for creating Raving fans by delivering excellent service to our clients. The goal is to build and maintain client loyalty as well as to create the world’s most referable platform. We are currently seeking a Service Professional for our IRA team to add to our team in St. Cloud, MN or St Paul, MN. What you will do: - Complete training on the rules and regulations of Individual Retirement Plans (IRA). - Provide support to our clients related to Individual Retirement Plans. - Handle complex and escalated issues from representatives and customers. - Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer - Work independently within the team to assist callers without requiring outside assistance. - Participate in special projects as assigned. - Provide training support on department processes and system navigation. What you need to have: - 1+ years of previous customer service-related work - 1+ years of proficiency with Microsoft Office tools. - Must have a High School diploma or GED #LI-Onsite