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CETERA
CETERA
B2BFinanceSaaS
CETERA is a B2B wealth-management and financial-services platform serving independent financial advisors, registered investment advisers, tax and accounting professionals, and financial institutions. Its offering combines broker-dealer and advisory services with technology, practice-management tools, operational support, marketing programs, and client-facing platforms. Through partnership-focused services such as onboarding and business-growth support, CETERA helps financial professionals manage transitions, expand their practices, and strengthen client engagement. The company operates at the intersection of finance, B2B services, and SaaS-enabled wealth technology rather than as a consumer retail firm.
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Onsite Client Services Representative - CETERA

Full-time onsite Client Services Representative role with CETERA, supporting financial advisors and their clients with paperwork, transactions, scheduling, communications, and account services.

USUnited StatesNYNew York
$20 – $24 / hour
On-siteFull-timeMiddleSeniorEnglish RequiredClient ServicesClient Services Representative

Description

  • Support financial advisors with daily investment-practice operations
  • Serve as a liaison between registered representatives and their clients
  • Answer calls, schedule appointments, and prepare materials for client meetings
  • Create client illustrations, graphs, charts, and reports
  • Complete client paperwork and track follow-up actions
  • Assist clients by phone, through virtual visits, and in person
  • Coordinate client events and related follow-up
  • Maintain client records and support retention processes in line with corporate requirements
  • Proactively contact clients about time-sensitive matters, including RMDs and periodic reviews
  • Manage client questions and requests while coordinating with internal CETERA teams
  • Explain account services, platform capabilities, and new technology to clients
  • Complete required corporate training and follow implementation procedures
  • Document compliance activities and client communications in AdviceWorks/SmartWorks and Redtail
  • Meet weekly with advisors to coordinate business plans, tasks, marketing, communications, and follow-up workflows

Requirements

  • High school diploma or GED
  • Experience in administration or customer service
  • Strong time-management abilities
  • Excellent written and verbal communication skills
  • Proficiency with Microsoft Word, Excel, and PowerPoint, plus the ability to learn new software
  • Experience supporting registered representatives or financial advisors is preferred
  • Background in financial services or banking is preferred
  • Bachelor’s degree in finance, business, marketing, or communications is preferred
  • Strong attention to detail, organization, multitasking, and timely execution in a fast-paced environment are preferred
  • Ability to manage personal priorities and respond to unexpected advisor requests is preferred
  • Self-directed, productive, and effective working independently or with a team is preferred
  • Professional, positive, and personable manner in person and by phone is preferred
  • Sound judgment and discretion when handling confidential information are preferred
  • Strong listening skills and consistent retention of instructions are preferred

Benefits

  • Performance-based bonus opportunities
  • Career development pathways toward positions requiring industry experience and licenses

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