Hiring: Advisor Tech Services Professional Company: Cetera Financial Group Location: Dallas, TX Job Posted Time: 2026-09-15 13:20:18 Employment Type: Full-time Target Skills & Keywords : Microsoft Office, Wealth Management About the job Required Skills: •Provide support to our advisors and end-clients with the navigation and use of various systems associated with the Broker/Dealer •Troubleshoot and resolve product or service problems; determining the cause and explaining the best solution to resolve the issue •Resolve less complex problems immediately and direct complex inquiries to the IT Support team and/or vendor for resolution •Utilize the CRM (Client Relationship Management) tool to record calls and status of all requests •Provide follow-up to ensure full customer satisfaction •Escalate requests to or consult with senior staff when solution is unclear •Report problems with procedures and make suggestions for improvement •Participate in special projects that enhance the overall advisor and client experience Compensation: •Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!