Senior Client Success Specialist
Cetera Financial Group
- Experience
- 4+ yrs
- Location
- Florida or United States
- Job type
- Full-time
Required skills
- Orion
- Broadridge/Albridge
- Salesforce
About the role
4-6+ years in RIA operations, client success, or wealthtech; working knowledge of RIA workflows; strong communication; ability to manage stakeholders; remote U.S. role; 25-50% travel.
About Cetera Financial Group
Private U.S. wealth-management network that supports independent financial advisors, financial institutions, tax professionals, and their clients.
This page is fully interactive when JavaScript is enabled. Please enable JavaScript to apply or browse related roles.
