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© All Rights Reserved. ApplyBlast.com
cetera
Cetera is seeking a Senior Service Professional to provide operational support and world-class customer service to clients within the RIA Service team. This hybrid role in Dallas, TX, focuses on cultivating relationships with advisors and their clients while managing account setup, transactions, and service requests. The position requires strong communication and organizational skills to ensure prompt resolution of client inquiries and support advisor productivity.
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.
31% below the average for this role