Cetera Financial Group · Seven Fields, Pennsylvania, US

Client Services Specialist

OpenFull-timePay not stated

Open — Cetera Financial Group has a posting for this job. Posted 4 Aug 2026.

This posting

Posted 4 Aug 2026 · Full-time · Pay not stated

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Independently manage day-to-day client servicing activities for assigned households, ensuring accurate processing, proactive communication, and adherence to service, documentation and compliance standards. Serves as a primary service contact for moderately complex relationships, coordinates service requests across internal teams and custodians, and escalates complex issues appropriately. Suppor...

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