LogoFresh Jobs Ahead
CETERA
CETERA
B2BMoliyaSaaS
CETERA mustaqil moliyaviy maslahatchilar, ro‘yxatdan o‘tgan investitsiya maslahatchilari, soliq va buxgalteriya mutaxassislari hamda moliya institutlariga xizmat ko‘rsatuvchi B2B boylikni boshqarish va moliyaviy xizmatlar platformasidir. Uning takliflari broker-dilerlik va maslahat xizmatlarini texnologiya, amaliyotni boshqarish vositalari, operatsion ko‘mak, marketing dasturlari hamda mijozlar uchun mo‘ljallangan platformalar bilan birlashtiradi. Onboarding va biznesni rivojlantirishga ko‘mak kabi hamkorlikka yo‘naltirilgan xizmatlar orqali CETERA moliyaviy mutaxassislarga o‘tish jarayonlarini boshqarish, amaliyotlarini kengaytirish va mijozlar bilan aloqani mustahkamlashda yordam beradi. Kompaniya iste’molchilarga xizmat ko‘rsatuvchi chakana tashkilot sifatida emas, balki moliya, B2B xizmatlari va SaaS texnologiyalariga asoslangan boylikni boshqarish texnologiyalari kesishmasida faoliyat yuritadi.
LinkedIn
Kompaniyadagi ish o‘rinlari

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.

USAmerika Qo‘shma ShtatlariNYNyu-York
20 $ – 24 $ / soat
OfisdaTo‘liq stavkaO‘rta darajaSeniorTalab Qilinadigan Til: inglizchaMijozlar bilan ishlashMijozlarga xizmat ko‘rsatish vakili

Tavsif

  • 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

Talablar

  • 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

Imtiyozlar

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

O‘xshash ish o‘rinlari

Broadcom

Senior Mainframe DevOps Consultant at Broadcom

Broadcom
H1B vizasi homiysiIshlab chiqarishKonsaltingLogistika
USAmerika Qo‘shma ShtatlariCAKaliforniyaILIllinoysMAMassachusetsMNMinnesotaNHNyu-HempshirNJNyu-JersiNYNyu-YorkNCShimoliy KarolinaPAPensilvaniyaTXTexas
81 300 $ – 130 000 $ / yil
OfisdaTo‘liq stavkaSeniorYetakchiTalab Qilinadigan Til: inglizchaMijozlar bilan ishlashMijozlarga xizmat ko‘rsatish vakili

Deliver mainframe DevOps consulting for enterprise customers using Broadcom technologies. Lead Endevor integrations, solution design, technical demonstrations, and complex delivery improvements.

Ochish
NEP Group, Inc.

Katta menejer, mijozlarga xizmat ko‘rsatish - sport ligalari

NEP Group, Inc.
1 001 – 5 000 Xodimlar
EshittirishKo‘ngilocharMedia
USAmerika Qo‘shma ShtatlariOfisdaTo‘liq stavkaSeniorTalab Qilinadigan Til: inglizchaMijozlar bilan ishlashMijozlarga xizmat ko‘rsatish vakili

NEP Group kompaniyasining jonli sport va ko‘ngilochar kontent ishlab chiqarish bo‘yicha mijozlar hisoblarida strategik mijozlar bilan munosabatlar, ishga moslashtirish, xizmat ko‘rsatish va yangilanishlarga rahbarlik qiling. Ushbu yuqori darajadagi rol mijoz manfaatdor tomonlarini savdo, operatsiyalar, muhandislik, ishlab chiqarish xizmatlari va mintaqaviy jamoalar bilan bog‘laydi.

Ochish
NEP Group, Inc.

Katta menejer, mijozlarga xizmat ko‘rsatish – Rivojlanayotgan ligalar va platformalar

NEP Group, Inc.
1 001 – 5 000 Xodimlar
EshittirishKo‘ngilocharMedia
USAmerika Qo‘shma ShtatlariOfisdaTo‘liq stavkaSeniorTalab Qilinadigan Til: inglizchaMijozlar bilan ishlashMijozlarga xizmat ko‘rsatish vakili

NEP kompaniyasining jonli sport va ko‘ngilochar dasturlarni ishlab chiqarish operatsiyalaridagi strategik mijozlar bilan munosabatlariga rahbarlik qiling. Mijozlarni ishga jalb qilish, xizmat ko‘rsatish, shartnomalarni yangilash va hisoblar muvaffaqiyatini muvofiqlashtirish uchun javob bering.

Ochish
NEP Group, Inc.

Katta menejer, mijozlarga xizmat ko‘rsatish o‘sishi - ofisda

NEP Group, Inc.
1 001 – 5 000 Xodimlar
EshittirishKo‘ngilocharMedia
USAmerika Qo‘shma ShtatlariOfisdaTo‘liq stavkaSeniorTalab Qilinadigan Til: inglizchaMijozlar bilan ishlashMijozlarga xizmat ko‘rsatish vakili

NEPning global jonli sport va ko‘ngilochar kontent ishlab chiqarish ekotizimida mijozlar muvaffaqiyatiga rahbarlik qiling. Onboarding, xizmat ko‘rsatish, yangilanishlar va funksiyalararo akkauntlar o‘sishini boshqaring.

Ochish