Cetera Financial Group logo
Cetera Financial Group

Cetera Financial Group is a California-based financial services company that “empowers the delivery of professional financial advice” to company retirement

Service Professional

Location

Minnesota

Posted

55 days ago

Salary

$19 - $24 / hour

Seniority

Entry Level

No structured requirement data.

Job Description

Service Professional

Cetera Financial Group

Title: Service Professional Location: Saint Cloud, MN, United States Job Description: Cetera is currently seeking a Service Professional for our Resource Center team located in St. Cloud, MN. 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: - Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships. - Establishing oneself as the primary point of contact for advisors' clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successful resolution - Proficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, spanning from assisting with new account setup to managing transactions and servicing requirements. - Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements. - Efficiently utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up. - Provide in person/virtual training to clients and advisors, as well as utilize experience to provide training to peers on complex topics as necessary. - Able to assist with complex cases and escalations from Service Professionals Required Knowledge, Skills, and Abilities: - Strong communication skills - Organizational skills - Attention to detail - Analytical thought processor - Ability to multi task - Adaptable to change in a fast-paced environment - Courteous and empathetic to client concerns - Superior listening skills - Positive role model to colleagues - Team player attitude - Energetic and results-oriented - Demonstrate a real passion for providing a high level of customer service - Processing Experience: Prior experience in processing financial transactions such as journals, distributions, and check requests are highly desirable. Desired Knowledge, Skills, and Abilities: - Call Center experience - Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills - Familiarity with Schwab, Fidelity or Pershing in systems like Orion and Envestnet - Licensing (SIE or other FINRA Licensing) Minimum Required Education & Experience: - High School Diploma or GED - 1 year's applicable experience - 1 years of experience with MS Office tools - Licensing (if applicable) Travel Requirements: No Travel Required Compensation: The salary range for this role is $19.25 - $24.05 plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations. Job Identification6138 Job CategoryAdvisor Service & Support Posting Date27/03/2026, 10:23 pm Job ScheduleFull time Locations St. Cloud(On-site) Minimum Salary19.25 Maximum Salary24.05 Finra RegistrationNo

Related Categories

Related Job Pages

More Consultant Jobs

Healthmap Solutions logo

RN - Clinical Liaison - Quality Practice Advisor

Healthmap Solutions

Healthmap Solutions is a kidney population health management company accredited by the National Committee for Quality Assurance (NCQA). The organization uses ad

Consultant55 days ago

Coordinate performance improvement activities to enhance health outcomes, develop partnerships with clinical providers, and educate on best practices while identifying areas for process improvement in provider workflows.

New York
Full TimeRemoteTeam 5,001-10,000

This position can be housed anywhere in the state. Social Services Inspector II - H22B CAP Annual Salary: $43,968.62 + Full State Employee Benefits Travel is occasional. Must possess a valid driver's license and maintain required car insurance. Basic purpose: Positions in this job family are assigned responsibility for conducting internal and external audits and field investigations and performing federally or state-mandated quality control audits to evaluate the effectiveness of agency programs. Some positions will perform follow-up reviews and advocate for clients and program changes. Duties include investigating welfare fraud and employee violations of agency policy, regulations and applicable state and federal laws. Some positions in this job family will conduct investigations and inquiries to protect the rights of clients, act as client advocate and file grievances on behalf of clients. Minimum Qualifications: - A bachelor’s degree and three years of professional experience in investigation, auditing, social work, juvenile justice, personnel administration, law enforcement or child support enforcement, working with persons with intellectual disabilities; - OR an equivalent combination of education and experience. Job Responsibilities: - Works independently and as part of a team to complete comprehensive provider audits for multiple Home and Community-Based Service programs. The Medicaid Services Unit, through contractual agreements with the State Medicaid Agency and the Centers for Medicare and Medicaid Services, assures the health and safety of each program participant and is responsible for ensuring providers offer quality services to all Members. These audits, conducted to safeguard Providers are in compliance with State and Federal rules and regulations, confirm that services are delivered as authorized on the person-centered service plan, that Member needs are being met, that Provider documentation is thorough and complete, and that Members are satisfied with service delivery. Provider audits are conducted through a combination of Member record review, Provider personnel file review, and Member phone interview. This position will also be available to assist with financial and special requested audits as needed. ADDITIONAL REQUIREMENTS Must be able to frequently lift up to 15 lbs for transporting computer. Must have stable and reliable home Internet (not a hot spot) for teleworking or will be required to work in office. ___________ If you have questions, please contact DHS.Careers@okdhs.org OKDHS is a Fair Chance Employer. This is a position in the Oklahoma Civil Service. Announcement Number: 26-GH095 P105963/JR58970

United States
Med-Metrix logo

Physician Advisor - Fully Remote

Med-Metrix

Med-Metrix will not discriminate against any employee or applicant for employment because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, veteran status, other non-merit based factors, or any other characteristic protected by federal, state or local law.

Consultant55 days ago
Full TimeRemoteTeam 1,001-5,000

Job Purpose The Physician Advisor performs case reviews of all case types in a knowledgeable and conscientious manner to achieve the highest degree of compliance. The Physician Advisor works closely with the Client’s medical staff leadership, the entire medical staff, including resident physician house staff, all areas of resource management, case management, social services, discharge planning, and utilization management to recommend methods to optimize use of hospital services for all patients. This includes identifying opportunities to optimize length of hospital stay and efficient management of resources, ensuring patients are in the appropriate level of care, supporting documentation, coding improvements and compliance, and monitoring the appropriate use of diagnostic and therapeutic modalities. Duties and Responsibilities - Responds to requests for assistance on clinical reviews for medical necessity or any other reason, by any member of the Case Management department in a timely fashion - Provides consultation to attendings, nurses, and case management staff regarding complex clinical issues and advises on justification required for continued stay, medical necessity and utilization management - Obtains familiarity and working knowledge of standard published criteria such as MCG/InterQual and applies professional judgment and patient specific variables as may be necessary or justifiable - Maintains accountability for achieving case management outcomes and fulfills the obligations and responsibilities of the role to support the medical staff in the clinical progression of patient care - Describes ways to provide improved health record documentation that specifically affect ICD code assignment capture of severity, acuity, risk of mortality, and DRG assignment - Participates in ongoing training and education related to the Physician Advisor role and responsibilities including topics related to Utilization Management, Care Management and other related areas as requested - Meets productivity and quality standards within established time requirements. Work product and performance meets or exceeds quality standards. - Achieve performance goals as outlined in employment agreement - Maintains confidentiality of patient care and business matters - Demonstrates behavior that supports the organization’s mission. Participates in required orientation and training related to the Physician Advisor role - Demonstrates commitment to meeting/exceeding strategic initiatives of organization - Upholds the organization’s values of teamwork and professionalism and applies Code of Conduct standards to all members of the healthcare team - Facilitate, mentor, and educate other physicians regarding payer requirements - Attends all meetings as requested by PAOC leadership - Participate in the peer review process as may be necessary or requested - Maintain medical licensure and board certification in good standing - During scheduled work hours, commits full attention to Physician Advisory and execution of outlined tasks - Use, protect and disclose patients’ protected health information (PHI) only in accordance with Health Insurance Portability and Accountability Act (HIPAA) standards Qualifications - Board Certified and licensed to practice medicine in the US or 3+ years active clinical experience in the US - 3+ years working as a Physician Advisor performing Level of care reviews as well as Peer to Peer Reviews - Basic technical skills with Hospital EMRs, Microsoft Office and Teams a must - Hold and maintain an unrestricted medical license and Board Certification - Possess or acquires a solid foundation, knowledge, and/or experience in the areas of utilization management, quality improvement, and patient safety - Possess a working knowledge of (Hospital) organization & case management operations and administrative standards and policies - Familiarity with MCG/InterQual placement status criteria is preferred - Member of the American College of Physician Advisors (ACPA) preferred - Board Certification by the American Board of Quality Assurance and Utilization Review Physicians, Inc. (ABQAURP) preferred - Physician Advisor Sub-Specialty Certification by the American Board of Quality Assurance and Utilization Review Physicians, Inc. (ABQAURP) preferred - Excellent customer service and interpersonal skills and the utmost professionalism is required - Able to effectively present information, both formal and informal - Strong analytical skills - Strong written and verbal communications skills with all levels of internal and external customers - Strong organizational skills and ability to set priorities and multi-task, demonstrates flexibility, teamwork, and is accustomed to change in the healthcare environment - Demonstrates ability to drive results and produce outcomes - Demonstrates initiative as well as basic independent trouble-shooting skills Working Conditions - This role requires availability to provide a minimum of 16 shifts per month. Each shift is 6-8 hours in duration and includes 4 weekend shifts per month. - Physical Demands: While performing the duties of this job, the employee is occasionally required to move around the work area; Sit; perform manual tasks; operate tools and other office equipment such as computer, computer peripherals and telephones; extend arms; kneel; talk and hear. - Mental Demands: The employee must be able to follow directions, collaborate with others, and handle stress. - Work Environment: The noise level in the work environment is usually minimal. Med-Metrix will not discriminate against any employee or applicant for employment because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, veteran status, other non-merit based factors, or any other characteristic protected by federal, state or local law. #CB

United States
ALTOUR logo

Senior Business Travel Consultant

ALTOUR

ALTOUR, one of the world's largest travel management companies, was founded in 1991 to help people "uncomplicate" their travel plans. ALTOUR specializes in corporate, leisure, ente

Consultant55 days ago

Book and manage all aspects of business travel, ensuring client needs are met from start to finish while maximizing revenue opportunities and providing exceptional customer service throughout the travel planning process.

United Kingdom