Hiring: Senior Client Services Representative Company: Cetera Financial Group Location: Latham, NY Job Posted Time: 2026-09-12 13:20:19 Target Skills & Keywords : Microsoft Excel, Microsoft Office, Microsoft PowerPoint About the job Required Skills: •Act as a liaison between the registered representatives and their clients while following FINRA guidelines as a registered sales assistant. •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. •Aid registered representatives in entering trades instructed by a client or a registered representative on behalf of a client, but at no time suggest sales or purchase strategies nor recommendations to a client or prospect and never act as the registered representative on any client account. •Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs. •Set client financial review meetings based on client service level agreement & prepare follow up meetings based on needs. •Organize Client events and follow up tasks. Qualifications: •Previous experience in assisting Registered Representatives/Financial Advisors •Financial services and/or banking background •Bachelor's degree •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 hourly range for this role is $45,000-$61,000. Base annual salary may also differ significantly due to geography and cost of labor considerations. Compensation: •$45,000 - $61,000 / year •Some licensing, which may include Life, Accident & Health Insurance License, FINRA Series 6 or 7, & 66 (or 63/65 combo) 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!