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1–2 jobs· newest first

Senior Client Services Representative
Cetera · Lexington, US
$20–$27Senior
Senior Business Analyst, Operations
Cetera · Dallas, US+1 more
competitive salaryHybrid · Full-time · Senior

+10K new in the last hour

Senior Client Services Representative

Cetera · Posted Nov 6, 2026

Lexington, Kentucky, United States
Senior
$20–$27 per year

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AI

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Compensation

The base annual salary range for this role is $ $19.70 - $ 26.90, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

Responsibilities

Act as a liaison between the registered representatives and their clients
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
Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met

Requirements

High School Diploma or GED
Bachelor’s degree in finance, Business, Marketing, or Communications
Nice to have: Previous experience in assisting Registered Representatives/Financial Advisors
Nice to have: Financial services and/or banking background

Skills

Microsoft Office tools (Word, Excel & PowerPoint)SIE Insurance Series 7 Series 6 Series 65 Series 66 Microsoft Office AdviceWorks SmartWorks Redtail

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Senior Business Analyst, Operations

Cetera · Posted Nov 6, 2026

Dallas, Texas, United States +1 more
Hybrid
Full-time · Senior
competitive salary
5+ years

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Senior Advisory Operations Business Analyst providing data analysis, reporting, and project management support for the Specialty Operations team.

Locations (2)

Dallas, Texas, United States
Coppell, Texas, United States

Responsibilities

Serve as a senior subject matter resource with advanced knowledge of Advisory and/or Brokerage products, operational processes, platforms, and clearing relationships.
Lead the collection, organization, validation, and analysis of complex operational data to identify trends, capacity concerns, opportunities, and actionable business insights.
Utilize advanced data and organizational tools (Snowflake, Microsoft Excel, PowerPoint) to organize large data sets and develop reporting.
Own and enhance metrics, capacity reporting, and data analysis across Advisory, Fee For Service, and Specialty Operations functions.
Lead or coordinate cross-functional projects and initiatives, establishing clear objectives, milestones, and communication plans.

Requirements

5+ years of experience in financial services, Advisory Operations, Brokerage Operations, Specialty Operations, business analytics, or a related discipline.

Skills

Snowflake Microsoft Excel PowerPoint Project Management Data Analysis Advisory Operations Microsoft PowerPoint Docupace NetX360 AdviceWorks MAA Salesforce SmartWorks

Benefits

health, dental, vision, and life insurance
mental health benefits
20+ days of paid time off (PTO)
paid holidays
2 paid wellness days

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