Client Service Representative

🕒 June 24

🌵 Arizona, Connecticut, +1 more states – Remote

🌵 Arizona – Remote 🦌 Connecticut – Remote 🎰 Nevada – Remote

💵 $45k - $48k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

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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

• Engage directly with customers – over 11,000 Financial Professionals across the country • Work closely with other team members in all aspects of operational and transactional activities through both phone and processing • Perform a variety of administrative and sales support activities for Osaic Institutions clients • Respond to Investment executive and client needs, concerns, and questions • Assist in the account opening process • Maintain electronic client files and documentation on proprietary web-based software • Provide the highest level of service and responsiveness to customers • Ensure client satisfaction continues to be a distinguishing selling point for Osaic Institutions in the market space

🎯 Requirements

• Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree • Minimum of high school diploma or equivalent is required • Strong verbal and written communication skills • Client service oriented • Ability to quickly learn and apply new information • Ability to handle multiple tasks simultaneously • Detail-oriented • Excellent organizational skills • Ability to work independently • Excellent problem-solving skills • Time management skills • Preferred: FINRA Series 7 License • Prior customer service experience • Financial services experience

🏖️ Benefits

• health, vision, dental insurance • 401k • paid time away • volunteer days • annual performance-based bonus