Client Services Representative

🔥 18 hours ago

🦌 Connecticut, New York – Remote

🦌 Connecticut – Remote 🗽 New York – Remote

💵 $45k / year

⏰ Full 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

• Respond to Investment executive and client needs, concerns, and questions • Follow established policies and procedures to ensure accurate and timely execution around market deadlines • Assist in the account opening process • Perform initial checks of paperwork for accuracy and completeness • Liaise between the investment executive and clearing firm, fund company, and carrier to facilitate uninterrupted transactions • Maintain electronic client files and documentation on proprietary web-based software • Provide the highest level of service and responsiveness to customers • Ensure client satisfaction remains a distinguishing selling point for Osaic Institutions • Suggest and implement new policies and procedures based on business and regulatory changes

🎯 Requirements

• 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 • FINRA Series 7 License preferred • Prior customer service experience preferred • Financial services experience preferred

🏖️ Benefits

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