Operations Professional

Cetera is currently seeking an Operations Professional 1 for our Transitions team located in Des Moines, IA. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period.

Core Responsibilities: Provide high-level operational, customer service, and administrative support in our Transitions department. Be responsible for daily processing of work associated with the department. This may include journal entries, account processing, payment solutions, etc. Respond to email inquiries from internal and external customers including registered representatives regarding account status, account changes and process.

Perform research as requested on customer accounts. Partner with other team members to ensure financial professionals experience consistent, high-quality customer service. Comply with processes and procedures of the team and regulatory requirements. Other duties as assigned. Required Knowledge, Skills, and Abilities: Flexible and adaptable to change Strong communication and organizational skills Positive role model to colleagues Highly responsive to coaching and training Independent; able to work and resolve complex issues with minimal guidance Ability to learn quickly and multi-task effectively in a fast-paced environment Team player attitude Energetic and results-oriented Desired Knowledge, Skills, and Abilities: Previous experience in the Finance industry Bachelor’s degree Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills Ability to multi-task while staying on track with regulatory deadlines, field inquiries, and internal assignments Minimum Required Education & Experience: High School Diploma or GED 1+ years operations experience 1+ years of experience with MS Office tools Travel Requirements: No Travel Required