Cetera Financial Group · Saint Cloud, Minnesota, US

Client Services Representative

OpenFull-timePay not stated

Open — Cetera Financial Group has a posting for this job. Posted 24 Aug 2026.

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Posted 24 Aug 2026 · Full-time · Pay not stated

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About this job

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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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  • Other posting · Req 6593 · Posted 24 Aug 2026

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