Operations Lead - Cetera Financial Group : Job Details

At Cetera we need detailed thinkers to help us deliver quality and value to our clients. As an Operations Team Lead, are responsible for day-to-day operations while working and partnering closely with their Supervisor/Manager to coordinate work to provide seamless superior customer service to Financial Professionals and Financial Institutions. Equally important the Lead Operations Associate will uphold the Cetera Values. This role requires you to work onsite at our St. Cloud, MN, location.

What you will do:

Be a point of contact

Escalations

Research Problems or Delegate to appropriate person

Employee Issues (as appropriate and partner with manager)

Train in All Department Functions

Ensure cross-training of backup staff

Documentation 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 desk

Update procedures as appropriate

Other duties as assigned

Project & Project Testing

Manage project plan as it pertains to the department

Delegate testing activities as appropriate

Manage Department Workflow & QC

Pulse Check Daily on Queues

Design workflows

Design and run department meetings

Perform Monthly Reporting

What you need to have:

At least 3 years of customer service or administrative experience

High school diploma or GED

#LI-Onsite