Reports Billing Associate Reports Billing Associate …

Cetera Financial Group
in El Segundo, CA, United States
Permanent, Full time
Be the first to apply
Cetera Financial Group
in El Segundo, CA, United States
Permanent, Full time
Be the first to apply
Reports Billing Associate
Reporting and Billing Associate   What we need:

Cetera Financial Group is currently seeking an Operations Associate for ourcompanys office located in El Segundo, CA.  This is a unique opportunityto join our team to provide operational support and world class customerservice to our broker dealer clients.

What you will do:
  • Provide Operational, Customer Service and Administrative support for various departments within the Organization as well as advisors across the Network.
  • 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 asset calculations/reconciliation
    • Perform research as requested on customer accounts
    • Provide phone support for department
    • Other duties as assigned

What you need to have:
  • 1 -2 years of related experience in a professional environment
  • Specific knowledge of industry and operational processes
  • Strong communication skills
  • Organizational skills
  • Attention to detail
  • Analytical thought processor with the ability to work with large sets of data
  • Ability to multi-task
  • Intermediate Excel skills
  • Ability to make sound decisions quickly and confidently
  • High School Diploma or equivalent
  Really catch our eye with:
  • Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
  • Experience in operations

Our top performers share thefollowing traits:

  • Customer service champion; willing to go the extra mile to meet our clients needs
  • Flexible and adaptable to change
  • Courteous and empathetic to client concerns
  • Superior listening skills
  • Positive role model to colleagues
  • Excited to learn new skills; 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

What we give youin return:

Our competitive Healthprogram offers a comprehensive benefits package that supports healthylifestyles, preventative care and helps to protect against hardship. Ourretirement plan offers our employees the opportunity to plan ahead for a strongfinancial future well beyond their working years. 

About Cetera:

(Cetera) is a leadingfinancial advice firm. It empowers the delivery of an Advice-CentricExperience® to individuals, families and businesses across the country throughindependent financial advisors as well as trusted tax professionals and banksand credit unions.

Comprehensiveservices include: wealth management solutions, retirement plan solutions, advisoryservices, practice management support, innovative technology, marketingguidance, regulatory support, and market research.

"" refersto the network of independent retail firms encompassing, among others, , , Cetera Investment Services LLC (marketed as or ), , and Inc. All firms are members FINRA / SIPC.

Cetera Financial Group is committed to providing an equalemployment opportunity for all applicants and employees. For us, this is theonly acceptable way to do business. Accordingly, all employment decisions atthe Cetera Financial Group, including those relating to hiring, promotion,transfers, benefits, compensation, and placement, will be made without regardto race, color, ancestry, national origin, citizenship, age, physical and/ormental disability, medical condition, pregnancy, genetic characteristics,religion, religious dress and/or grooming, gender, gender identity, genderexpression, sexual orientation, marital status, U.S. military status, politicalaffiliation, or any other class protected by state and/or federal law.

Please Note: Cetera does not accept unsolicited Agencyresumes. Any unsolicited resumes received from Agencies will be consideredproperty of Cetera unless specifically requested by Human Resources. Unsolicited resumes will be ineligible for referral fees.

Please review our  for further details onwhat information we collect and the purposes for collection.

Primary Location: US-CA-El Segundo
Work Locations:
Job: Operations
Organization: Cetera Financial Group
Schedule: Full-time
Job Posting: Sep 8, 2020, 5:24:51 PM
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