Hiring: Client Services Specialist Company: Cetera Financial Group Location: Seven Fields, PA Job Posted Time: 2026-09-17 12:20:19 About the job Experience: •Minimum of 3 years of experience in financial services or administrative experience Required Skills: •Serve as primary service contact for assigned households, managing day-to-day service needs with accuracy and responsiveness •Process account updates, contributions, distributions, transfers, maintenance requests, and other service transactions in accordance with established procedures and data standards •Coordinate onboarding activities, including documentation collection, custodial account opening support, and tracking of outstanding requirements •Prepare client review materials, organize documentation for signatures, and maintain accurate client records •Communicate directly with clients regarding account activity, service timelines, documentation needs and follow up items •Consult with custodians, advisors, and internal partners to resolve service requests and ensure timely completion of transactions •Oversee moderately complex client inquiries independently, exercising judgment within established guidelines •Escalate higher risks, complex or ambiguous situations to Senior Client Services Specialist or Supervisor while providing context and recommended next steps Qualifications: •Understanding of client service workflows •Demonstrated capacity to manage multiple priorities •High school diploma or GED required 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!