Senior Specialty Operations Professional

Cetera is currently seeking a Senior Specialty Operations Professional for our Fee for Service Operations team located in Des Moines, IA or St. Cloud, MN. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients and financial advisors across our Individual Consulting Programs, including Financial Planning and Participant Advice. There is potential for this to be a hybrid role based on a successful training period.

Core Responsibilities:

• Provide operational support to financial advisors and their clients across our Individual Consulting Programs, including Financial Planning Fee for Service and Participant Advice, ensuring high-quality service delivery at every touchpoint. 
• Receive, review, and process client agreements submitted via mail, fax, document imaging upload, or the AdvicePay platform, ensuring all fields are accurately entered and validated against source documents in our inter...