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Senior Client Services Representative at Cetera

Compensation

$45,000 – $61,000/yr

Location
Colonie, New York
Type
Full-time
Level
entry
Posted

Description

The Registered Sales Assistant serves as a liaison between registered representatives and their clients, handling phone calls, appointments, client materials, paperwork, trade entry, client service, financial-review meetings, events, outreach, and compliance documentation. The role requires a high school diploma or GED, relevant licensing, administrative or customer-service experience, strong communication and time-management skills, and Microsoft Office proficiency. The base hourly range is $45,000-$61,000, with annual compensation varying by geography and cost of labor.

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