Dallas, Texas, United States · Hybrid
$20/hr–$25/hr
Cetera is currently seeking a Specialty Operations Professional for our team located in Dallas, TX. This is a unique opportunity to join our team in providing operational support and world-class customer service to our c…
Skills: Operational Support, Customer Service, Account Maintenance, Problem Resolution, Communication
Dallas, Texas, United States · On-site
Company Description About KIPP Texas Public Schools KIPP Texas Public Schools is a free, public charter school network with more than 45 Pre-K - 12 schools across Austin, Dallas-Fort Worth, Houston, and San Antonio. With…
Skills: LPAC Coordination, Bilingual English and Spanish, Compliance Management, Data Analysis, Stakeholder Engagement
Dallas, Texas, United States · Remote OK
$101k–$132k/yr
Hi, we're Oscar. We're hiring a Program Manager, Vendor Management Operations to join our Workforce Management team. Oscar is the first health insurance company built around a full stack technology platform and a relentl…
Skills: Vendor Management, Program Management, Project Management, Change Management, Process Improvement
Dallas, Texas, United States · On-site
$20/hr–$22/hr
Who are we looking for? YOU! What do we need you to do? Become the friendly, public face of our property and a key representative of the management office for all current and prospective residents. Where is the job? Dall…
Skills: Leasing, Customer Service, Property Management Software, Onesite, Sales
Oaklin LaneGreenville, South Carolina, United States · On-site
$35k–$45k/yr
Patient Guide You’re the first hello. The warm welcome. The reason a family exhales. Oaklin Lane is hiring a Patient Guide to join our neighborhood clinic — the person who answers the doorbell and makes every family feel…
Skills: Patient Intake, Insurance Verification, EMR Systems, Customer Service, Scheduling
Dallas, Texas, United States · On-site
JOB TITLE: Front Desk Rep (Bilingual in Spanish) GENERAL SUMMARY OF DUTIES: Greeting patients Performing check-in procedures Maintaining current demographic and insurance information in computer and in the chart Performi…
Skills: Bilingual, Customer Relations, Compassion, Communication, Multi-tasking
Dallas, Texas, United States · On-site
Company Description At Bosch, we shape the future by inventing high-quality technologies and services that spark enthusiasm and enrich people’s lives. Our areas of activity are every bit as diverse as our outstanding Bos…
Skills: Contract Review, Legal Research, Litigation Support, E-discovery, Corporate Governance
Dallas, Texas, United States · On-site
$15/hr–$20/hr
Position Overview The Customer Experience Coordinator will act as liaison between Encore, venue, and customer. Provide customers with information and support in a professional and friendly manner while building relations…
Skills: Customer Relationship Management, Billing Reconciliation, Microsoft 365, Interpersonal Communication, Organizational Skills
Dallas, Texas, United States · Remote Solely
$2k–$4k/mo
Zirtual is a work-life balanced company that provides clients with experienced, highly skilled remote assistants for both personal and professional needs. Our Executive Assistants are committed to delivering efficient, p…
Skills: Calendar Management, Email Management, Administrative Support, Travel Coordination, Event Coordination
Dallas, Texas, United States · Remote Solely
$2k–$4k/mo
Zirtual is a work-life balanced company that provides clients with experienced, highly skilled remote assistants for both personal and professional needs. Our Executive Assistants are committed to delivering efficient, p…
Skills: Calendar Management, Email Management, Administrative Support, Travel Coordination, Event Coordination
Dallas, Texas, United States · On-site
WHY UT SOUTHWESTERN? With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and research center, we str…
Skills: Operational Leadership, Clinical Operations, Budget Preparation, Staff Management, Procurement
Dallas, Texas, United States · On-site
WHY UT SOUTHWESTERN? With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and research center, we str…
Skills: Operational Leadership, Clinical Operations, Budget Preparation, Workforce Planning, Provider Scheduling
Dallas, Texas, United States · Hybrid
$28/hr–$36/hr
We are looking for an Operations Associate to join our team and support our organization by managing the day-to-day tasks and administrative needs of our business operations. As an Operations Associate, you will be respo…
Skills: Administrative Support, Investment Account Setup, Broker-Dealer Software, CRM Management, Microsoft Office Suite
Dallas, Texas, United States · Hybrid
$28/hr–$36/hr
We are looking for an Operations Associate to join our team and support our organization by managing the day-to-day tasks and administrative needs of our business operations. As an Operations Associate, you will be respo…
Skills: Administrative support, Investment account setup, Broker-dealer custodial software, CRM management, Microsoft Office Suite
Dallas, Texas, United States · On-site
About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with…
Skills: Ocean Freight Execution, Air Freight Execution, Data Integrity, Cross-functional Communication, Google Suite
Dallas, Texas, United States · On-site
Coordinates and administers all court operations, identifies court management needs, develops and implements policies and procedures, applicable codes and judicial direction, and acts as a liaison between the Judge and o…
Skills: Court Operations Management, Policy Development, Legal Liaison, Standard Software Applications, Verbal Communication
Dallas, Texas, United States · On-site
Join the global leader in the fast-growing playing cards and board games industry. Cartamundi’s purpose is “Sharing the Magic of Playing together”. A powerful purpose that drives social and interactive …
Skills: Excel, PowerPoint, Project Management, Organization Skills, Attention To Detail
Dallas, Texas, United States · On-site
WHY UT SOUTHWESTERN? With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and research center, we str…
Skills: Provider Scheduling, Timekeeping, Position Management, Budget Management, Staff Supervision
Dallas, Texas, United States · Remote Solely
$30/hr–$35/hr
Are you an experienced accounting professional who would love a part-time, work-from-home position allowing you to achieve the optimal work/life balance that you have always dreamed of? Would you enjoy using your account…
Skills: Full-cycle Accounting, Accounts Payable, Accounts Receivable, Financial Reporting, Financial Analysis
Dallas, Texas, United States · On-site
Pre-Clerk, Starting at $20.42 hr Part-Time, Monday - Friday, Noon to 5:00 pm Earn 1 week of vacation after 90 days of employment and enjoy an excellent benefits package that includes our very own employee resorts Click h…
Skills: Multi-line Phone Systems, Data Entry, Driver Paperwork Processing, Dispatch Assistance, Typing 30 WPM
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The role involves producing and maintaining Advisory Accounts and providing operational support to clients and advisors. Responsibilities include resolving operational issues, processing transactions, and ensuring adherence to Service Level Agreements.
Candidates must have a high school diploma or GED, with a preference for a bachelor's degree and finance industry experience. Desired qualifications include one year of operations experience and Series 99, 6, or 7 licenses.
Cetera is currently seeking a Specialty Operations Professional for our team located in Dallas, TX. 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:
Producing and Maintaining Advisory Accounts – setting up, providing maintenance, and resolving Advisory Account work items related to Cetera Financial Group’s Advisory Programs.
Provide the clients and advisors of a specific community operational support related to Advisory Accounts. Assisting with general Advisory account opening or maintenance questions and broadening knowledge to other communities.
Learn about our business and develop expertise in Broker-Dealer operations, processing and service as a stepping stone for acquiring additional responsibilities.
You will partner with your team to understand all position requirements and ensure key metrics are achieved and within Service Level Agreements (SLA).
You will proactively work to identify and resolve potential problems with respect to operational issues.
Respond to inquiries from internal as well as external customers via Sales Force, email, physical mail if applicable, and phone in a timely fashion.
Coordinates quality improvement initiatives and may assist in developing solutions to increase efficiency
Comply with processes and procedures of the team and regulatory requirements.
Provide quality customer service to internal and external customers
Process daily work associated with your department which may include asset movement, validating paperwork
Process routine and complex transactions in an accurate, timely and efficient manner
Proactively work to identify, interpret, and resolve potential problems
Independently follow procedures to meet service level agreements and achieve quality metrics
Provide operational procedures to the advisors to ensure accuracy of the Annuity process
Learn, use and support various internal and external software and systems
Other duties as assigned
Required Knowledge, Skills, and Abilities:
Desired Knowledge, Skills, and Abilities:
Series 99, 6, or 7 licensed
Minimum Required Education & Experience:
Travel Requirements: No Travel Required
About Us
Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.
Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.
Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
We deliver tax-intelligent wealth management solutions for Financial Professionals.
Avantax, a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals & CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model & the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors & offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax Advisory Services, Inc., & insurance agency subsidiaries. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA, insurance agency, & affiliated broker-dealer, Avantax Investment Services, Inc., & partners with CPA firms to provide their consumer & small-business clients with holistic financial planning & advisory services. Securities offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠ & Avantax Insurance Services℠. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Visit Avantax.com/social_policy for more information. Avantax exclusively provides financial products and services & does not directly provide or supervise tax or accounting services. Its affiliated Financial Professionals may offer those services through their independent outside businesses. Financial Professionals’ outside companies aren't registered investment advisers.
Offices: 3200 Olympus Blvd, Suite 100, Dallas, Texas 75019, US
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