Client Service Administrator

🔥 17 hours ago

🌵 Arizona, Florida, +3 more states – Remote

🌵 Arizona – Remote 🐊 Florida – Remote 🌾 Nebraska – Remote ❄️ Minnesota – Remote 🔔 Pennsylvania – Remote

💵 $32 / hour

⏱ Part Time

🟡 Mid-level

🟠 Senior

📁 Client Services

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Osaic

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

Finance • B2B

Osaic is one of the nation’s largest providers of wealth management solutions. It is home to a diverse, service-driven community of professionals who emphasize transformative planning for the future rather than transactional approaches. With over 11,000 financial professionals and more than 270 financial institutions, Osaic manages assets exceeding $700 billion. The company offers comprehensive support and resources to help its partners enhance profitability and achieve personalized business goals. Osaic's community is built on diversity and collaboration, offering securities and investment advisory services through its broker-dealers and registered investment advisers.

📋 Description

• Provide administrative and client service support to a fee-based financial planning practice • Support financial professionals and leadership by coordinating day-to-day office activities • Prepare and organize documents, reports, presentations, and other materials for client meetings and internal discussions • Maintain accurate client records, files, contact information, and account-related documentation in accordance with firm procedures • Assist with new business processing, account paperwork, follow-up items, and coordination with internal or external service partners • Support client communications, including preparing correspondence, responding to routine inquiries, and escalating more complex matters as appropriate • Coordinate calendars, schedule meetings, track follow-up items, and help ensure timely completion of administrative tasks • Provide administrative support to leadership and the advisory team, including document management, workflow coordination, and general office support • Maintain confidentiality and handle client and business information with professionalism and discretion

🎯 Requirements

• High school diploma or equivalent required • Prior administrative, client service, or office support experience required • Experience in financial services, wealth management, or a professional services environment preferred • Strong organizational skills with the ability to manage multiple priorities, meet deadlines, and follow through on details • Excellent written and verbal communication skills with a professional, client-focused approach • Proficiency with Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint • Ability to learn internet-based and firm-specific systems • Ability to work independently in a remote environment while collaborating effectively with team members • High attention to detail and sound judgment • Ability to maintain confidentiality when handling sensitive client or business information • Bachelor’s degree in business, finance, communications, or a related field preferred • Equivalent practical experience in a professional office or financial services environment may be considered in lieu of a degree

🏖️ Benefits

• Annual performance-based bonus • Health insurance • Vision insurance • Dental insurance • 401k • Paid time away • Volunteer days