Cetera Financial Group · Lombard, Illinois, US

Client Services Representative

OpenPart-timePay not stated

Open — Cetera Financial Group has a posting for this job. Posted 16 Sep 2026.

This posting

Posted 16 Sep 2026 · Part-time · Pay not stated

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About this job

Excerpt from the posting — the full description is on the employer's site.

Key Responsibilities Serve as a liaison between Financial Advisors and clients, ensuring a high level of service and responsiveness. Answer incoming calls, schedule appointments, and coordinate meeting logistics. Prepare meeting materials, client presentations, illustrations, reports, graphs, and charts to support advisor-client interactions. Process and complete client paperwork accurately and...

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