Hiring: Client Services Representative Company: Cetera Financial Group Location: Mechanicsburg, PA Job Posted Time: 2026-09-16 13:20:19 Target Skills & Keywords : Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Series 66, Series 7, Wealth Management About the job Required Skills: •Serve as a liaison between Financial Advisors and clients, ensuring a high level of service and responsiveness. •Answer incoming calls, schedule appointments, and coordinate meeting logistics. •Prepare meeting materials, client presentations, illustrations, reports, graphs, and charts to support advisor-client interactions. •Process and complete client paperwork accurately and efficiently, including all required follow-up activities. •Communicate with clients by phone, virtual meetings, and in-person interactions to address questions and ensure service expectations are met. •Coordinate client events, including planning, communication, and post-event follow-up. •Maintain accurate client records and documentation in accordance with company policies and regulatory requirements. •Perform proactive client outreach regarding time-sensitive activities, including Required Minimum Distributions (RMDs), quarterly reviews, annual reviews, and other client service initiatives. Compensation: •$37,000 - $47,000 / year •This role is also eligible plus a competitive performance-based bonus and a generous incentive compensation package 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!