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© All Rights Reserved. ApplyBlast.com
cetera
The Client Services Representative serves as a key point of contact between Financial Advisors and clients, delivering exceptional service and supporting advisor business operations. This role involves managing administrative tasks, ensuring timely follow-through on client requests, and maintaining accurate records in compliance with regulatory requirements. The ideal candidate is highly organized, responsive, and committed to creating a positive client experience.
Headquarters
San Diego, California, United States
Company Size
1001-5000 employees
Founded
1981
Cetera Financial Group is a U.S.-based financial services firm that supports independent financial advisors through a network of broker-dealers and registered investment advisors. It provides custody and brokerage platforms, advisory and wealth-management solutions, technology, compliance, and practice‑management support to help advisors grow their businesses and serve clients. Cetera emphasizes advisor autonomy, operational scale, and integrated tools and product access to enable client success and business growth.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for cetera.
17% below the average for this role
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