Operational Specialist

At Cetera, we need detailed thinkers to help us deliver quality and value to our clients. As an Operational Specialist (Elite Specialty Operations Professional), are responsible for day-to-day operations while working and partnering closely with their SupervisorManager to coordinate work to provide seamless superior customer service to Financial Professionals and Financial Institutions. This is an Onsite role reporting to our St. Cloud, MN office.What you will do Point of ContactEscalationsResearch Problems or Delegate to appropriate personEmployee Issues (as appropriate and partner with manager)Trained in All Department FunctionsEnsure cross-training of backup staffDocumentation on all jobs (for use to process if designated backup is not available)Awareness - Be in the "know" of what is going on with each deskUpdate procedures as appropriateOther duties as assignedProject & Project TestingManage project plan as it pertains to the departmentDelegate testing activities as appropriateManaging Department Workflow & QCPulse Check Daily on QueuesDesign workflows Design and run department meetingsPerform Monthly Reporting What you need to have Flexible and adaptable to changeContinuous improvement mindset and ability to executeSuperior listening skillsPositive role model to colleaguesHighly responsive to coaching and trainingIndependent; able to work and resolve complex issues with minimal guidanceTeam player attitudeEnergetic and results-orientedFocused on development#LI-ONSITE#LI- DNI

Created: 2025-02-21