Senior Product Solutions Associate Senior Product Solutions Associate …

Cetera Financial Group
in Schaumburg, IL, United States
Permanent, Full time
Be the first to apply
Cetera Financial Group
in Schaumburg, IL, United States
Permanent, Full time
Be the first to apply
Senior Product Solutions Associate
Sr. Product Solutions Associate

What we need:

Cetera Financial Specialists is looking for a Advisory Support Associate to help manage a $4 billion advisory program at our office located in Schaumburg, IL.  This is an exciting role to join our team to provide solutions support to a thriving program in a fast-paced environment and world class red-carpet service to our clients.  

What you will do:

  • Help manage a $4 billion advisory program by playing an integral role in the day-to-day management of the Portfolio Advisory Services platform
  • Scrubbing and processing new account paperwork
  • Provide a hands on customer service experience to advisors and their staff regarding account set up, trading, billing and performance reporting, etc
  • Help support the call center by taking incoming calls related to the Portfolio Advisory Services Program
  • Liaison with Charles Schwab as the custodian
  • Collaborate with various internal teams to resolve issues
  • Provide reports to various parts of the organization regarding the activities of the team including new money inflows and AUM growth. 

What you need to have:

  • 2+ years of experience in banking, investment or broker dealer
  • 2+ years of MS office with proficiency in Excel including V-lookups
  • Bachelors degree preferred
Really catch our eye with:
  • Strong understanding of the interworking of advisory/fee based programs
  • Securities licenses (Series 6, 63/65, 66) preferred
  • Undergraduate degree from a four-year college or university
  • Strong analytical skills and attention to detail
  • Team player with great initiative and excellent judgment, innovative and experience facilitating tasks that may be outside their daily course of business
  • Strong technical skills in MS Excel, MS Word and database tools
  • Superior client service-skills, including timely problem resolution, responsiveness and professionalism
  • Ability to work independently & confidently in a fast-paced environment
  • Superior decision making skills
  • Be instrumental in process enhancements/improvement where/if needed
  • Good communication skills, both written and verbal
Our top performers share the following traits:
  • Robust verbal and written communication skills
  • Strong interpersonal skills
  • Positive team player with ability to work with different groups that may be looking to accomplish varied objectives
  • Passion for providing a world class customer service experience to clients
  • Ability to coordinate complex processes and act appropriately with minimal day-to-day supervision
  • Ability to meet deadlines and manage multiple projects in a fast-paced; rapidly changing environment
  • Personal integrity, professionalism and strong work ethic

What we give you in return: 

Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years. 

About Cetera Financial Group
® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

"" refers to the network of retail independent broker-dealers encompassing, among others, , , , , , and .

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Primary Location: US-IL-Schaumburg
Work Locations:
Job: Investment Solutions
Organization: Cetera Financial Group
Schedule: Full-time
Job Posting: Sep 16, 2019, 7:29:36 PM