Client Services Representative
Cetera Financial Group
- Salary
- $41k - $49k
- Location
- Latham, New York, United States
- Job type
- Full-time
Required skills
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- AdviceWorks
- SmartWorks
- Redtail
About the role
High school diploma or GED; administrative or customer service experience; strong time management and communication skills; proficiency in Microsoft Office (Word, Excel, PowerPoint); ability to learn new programs.
About Cetera Financial Group
Private U.S. wealth-management network that supports independent financial advisors, financial institutions, tax professionals, and their clients.
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