Client Service Specialist
Cetera Financial Group
With an account: save jobs, track applications, build tailored resumesAlready have an account? Log in
- Location
- Springboro, OH
- Job type
- Full time
- Posted
- Oct 26
- 2 days ago
Career path
See where this role leads
Jigup maps the next three moves from a job like this one, with the titles and the skills each step asks for.
About the company
Cetera Financial Group
Financial services · 1,001 to 5,000 employees
What you'll do
- Respond to advisor and client inquiries by coordinating follow-up, researching service needs, and helping guide requests to timely resolution.
- Support Financial Professionals with day-to-day practice operations, including client communications, meeting preparation, account maintenance, and service-related follow-up.
- Prepare, review, and process client forms, account documentation, and supporting materials for completeness, accuracy, and alignment with company procedures.
- Maintain accurate client records, service notes, documentation status, and follow-up items in applicable systems.
- Coordinate with operations, compliance, supervision, service, and other internal partners to clarify requirements, resolve issues, and complete requests accurately.
- Schedule client meetings, prepare materials, track action items, and support timely follow-up after client interactions.
- Monitor open service items, pending documentation, and time-sensitive requests to help ensure appropriate prioritization and completion.
- Communicate status updates clearly and professionally to advisors, clients, and internal partners.
- Support client onboarding, account service, and ongoing relationship management activities within established policies and procedures.
- Identify recurring questions, process gaps, or service issues and share feedback with appropriate team members to support continuous improvement.
- Associate’s degree in business, Finance, or a related field.
- 2+ years of experience in client service, administrative support, financial services, wealth management, advisor support, brokerage operations, or a related service environment.
- Bachelor’s degree in business, Finance, or a related field; experience supporting Financial Professionals, registered representatives, wealth management teams, broker-dealer operations, or advisor-facing service environments; familiarity with CRM, account management, document management, or service tracking systems.
- Equivalent combination of experience and education in lieu of above.
Keywords for your resumePro
The words this employer's screening is likely to look for.
This job lists resume keywords
The terms this posting uses, pulled out so you can mirror them in your resume. Jigup Pro members see the list on the job board.
See full description on company page, apply now
Read the full posting here
The Client Service Specialist supports Financial Professionals, clients, and internal partners by coordinating day-to-day client service, account support, documentation, and follow-up activities. This role helps ensure client and advisor requests are handled accurately, professionally, and within expected timeframes. The position works closely with advisors, clients, operations, compliance, supervision, and other service teams to resolve questions, complete service requests, and support a consistent service experience. Success in this role is measured by service quality, accuracy, responsiveness, follow-through, and effective coordination with internal partners.