Hiring: Client Services Representative Company: Cetera Financial Group Location: Pittsburgh, PA Job Posted Time: 2026-09-11 13:20:18 Employment Type: Full-time Target Skills & Keywords : Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Series 7, Wealth Management About the job Required Skills: •Act as a liaison between the registered representatives and their clients. •Answer phones, schedule appointments, and prepare materials for client meetings. •Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients. •Prepare and complete client paperwork and follow up tasks to support registered representative. •Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met. •Organize client events and follow up tasks. •Maintain client records and retention management within corporate requirements. •Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client’s Quarterly/Annual Reviews). Qualifications: •Previous experience in assisting Registered Representatives/Financial Advisors •Financial services and/or banking background •Bachelor’s degree in Finance, Business, Marketing, or Communications •Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment •Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors •Self-starter, productive, works well with a team and independently •Professional and positive attitude, friendly demeanor both in-person and by telephone •Trustworthy; uses discretion with confidential information •Listens well to instruction and consistently retains details •The base annual salary range for this role is $17.80-$22.60. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. 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!