Client Services Representative

🔥 0 minutes ago

🦌 Connecticut, New York – Remote

🦌 Connecticut – Remote 🗽 New York – Remote

💵 $45k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

👻 Ghost score 0%

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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 accuracy of execution and timeliness with respect to market deadlines • Assist in the account opening process • Perform initial checks of paperwork for accuracy and completeness • Act as a liaison between the investment executive and clearing firm, fund company, and carrier to allow transactions to flow without interruption or delay • 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 • Suggest and implement new policies and procedures based on business and regulatory changes • Engage directly with more than 11,000 Financial Professionals across the country, helping grow and support their firms

🎯 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 • 401k • paid time away • volunteer days