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Reporting And Billing Associate

Cetera Financial Group

Reporting And Billing Associate

El Segundo, CA
Full Time
Paid
  • Responsibilities

    Reporting and Billing Associate **Position Title: **Advisory Operations Reporting & Billing Associate ** ** 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: * High School Diploma or GED * 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 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 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. "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, [Cetera Financial Institutions,](https://www.cetera.com/firms/cetera-financial- institutions) [Cetera Financial Specialists](https://www.cetera.com/firms /cetera-financial-specialists), First Allied Securities, Girard Securities, and Summit Brokerage Services. _ _ 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-CA-El Segundo **Work Locations: ** **Job: **Operations **Organization: **Cetera Financial Group **Schedule: **Full-time **Job Posting: **Aug 15, 2018, 4:40:49 PM

  • Industry
    Financial Services