Hybrid Senior Specialty Operations Professional

at Cnect

• Job title: Senior Specialty Operations Professional
• Job type: Full Time
• Experience level: Senior
• Salary: $23 - $30 per hour
• Degree requirement: High School Diploma
• Location requirements: Hybrid, San Diego, United States

About the role

• Senior Specialty Operations Professional supporting Advisory Billing and Reporting team in San Diego, CA. Responsible for operational support and customer service within financial advisory operations.

Responsibilities

• Producing and Maintaining Advisory Accounts – supporting and resolving maintenance on Advisory Account work items related to Cetera Financial Group’s Advisory Programs.
• Understanding of the Advisory Operations business and established knowledge around brokerage operations New Accounts, Money Movement, and Maintenance.
• Partner with your Operations Lead and/or Team Lead to understand all position requirements and ensure key metrics are achieved and within Service Level Agreements.
• Cross train team members with the foundation of the Specialty Operations role.
• Proactively work to identify and resolve potential problems with respect to operational issues.
• Respond to inquiries from internal as well as external customers via Sales Force, email, mail (if applicable), and phone (if applicable) in a timely fashion.
• Handle complex cases that require detailed research as requested on customer accounts, respond on time.
• Clearly communicate ideas, escalations, and operational awareness to Team Leads, Operations Team Leads, and leadership.
• Provide clients and advisors with operational support around Financial Planning operations.
• Responsible for low to mid escalations, partnering with Operations Team Lead and leadership to help resolve.
• Shared responsibility related to reviewing and completing compliance audit reviews of plans.
• Process daily work items while meeting process requirements, SLA’s and achieving quality metrics.
• Partner with other team members to ensure advisors experience consistent, high-quality customer service.

Requirements

• Series 7 licensed
• Ability to multi-task
• Flexible and adaptable to change
• Strong communication and organizational skills
• Positive role model to colleagues
• Highly responsive to coaching and training
• Independent; able to work and resolve complex issues with minimal guidance
• Ability to learn quickly and multi-task effectively in a fast-paced environment
• Team player attitude
• Energetic and results-oriented
• High School Diploma or GED
• 3 years’ experience in the financial industry
• 1 years of experience with MS Office tools

Benefits

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.