Strategic Account Manager

🔥 18 hours ago

🌵 Arizona, Connecticut, +3 more states – Remote

🌵 Arizona – Remote 🦌 Connecticut – Remote 🐊 Florida – Remote 🎰 Nevada – Remote 🌪️ Oklahoma – Remote

💵 $65k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 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

• Serve as the primary point of contact for assigned delegated programs • Manage day-to-day program activities, including phone calls and Service Central tickets • Build and maintain relationships with program stakeholders and internal teams • Conduct client and program calls, provide updates, and address questions • Process new accounts, money movements, and account maintenance transactions • Support delegated programs with reporting and system-related requests • Identify and escalate issues for timely resolution • Collaborate with Operations and other teams • Provide training and serve as a resource to team members • Support more than 11,000 Financial Professionals and top-tier programs with white-glove service

🎯 Requirements

• Minimum of high school diploma or equivalent required • 3+ years of customer service or contact center experience • Experience with DocuPace system • Proficiency in Microsoft Word, Excel, Internet Explorer, Outlook, and PowerPoint • Excellent communication and organizational skills • Basic technical skills and ability to navigate various systems • High attention to detail, analytical mindset, and problem-solving skills • Ability to work independently and maintain quality • Ability to meet departmental expectations and deadlines • Ability to contribute to a team environment • Bachelor’s degree preferred • 5+ years' experience in financial services operations or broker-dealer setting preferred • CRM/Salesforce experience preferred • Completion of FINRA SIE exam preferred • FINRA Series 7 license or other FINRA licenses preferred

🏖️ Benefits

• Annual performance-based bonus • Robust training prior to moving onto the floor • Eligible for overtime • Monday through Friday schedules