Job Openings

Advisory Operations Reporting & Billing Associate

Job ID: BH470955

Category: Operations, Customer Service

What we need:

Cetera Financial Group is currently seeking an Advisory Operations Reporting & Billing Associate for our companys office located in El Segundo, CA. This is a unique opportunity to join our team to provide operational support and world class customer service to our broker dealer clients.

What you will do:

  • Provide Operational, Customer Service and Administrative support for the various departments within Operations.
  • Responsible for daily processing of work associated with department to include: Account processing, responding to inquiries from internal as well as external customers via email, fax, phone
  • Perform various account calculations/reconciliation
  • Perform research as requested on customer accounts
  • Provide phone support for department
  • Other duties as assigned

What you need to have: Minimum Education Required

  • High School Diploma
  • 1+ years of experience working in a professional setting
  • 1+ years of experience working in client-service

Really catch our eye with:

  • Bachelors Degree
  • 1+ years of experience working in the Financial Services Industry
  • Previous exposure to client servicing and/or account management

Our top performers share the following traits:

  • Top-notch verbal and written communication skills
  • Customer service champion; willing to go the extra mile to meet our clients needs
  • Exceptional analytical skills, ability to solve diverse and complex problems with limited precedents or guidelines
  • Ability to meet deadlines and manage multiple projects in a fast-paced; rapidly changing environment
  • Customer focused; committed to providing the best customer service to meet and exceed our customers expectations
  • Positive role model to colleagues; team player mentality
  • Excited to learn new skills; highly responsive to coaching and training

The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Type: Temp/Contract

Location: El Segundo, California