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Vista, California, United States
Hybrid
Customer Service Opportunity in Financial Services
Client Support Representative
Location(s):
Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
La Vista:12325 Port Grace Blvd, La Vista, NE 68128
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.
Role Type: Full-time, Non-Exempt
Salary: $50,000 - $55,000 per year + annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.
Summary:
Osaic’s Client Support team provides high-quality support to Osaic house account clients by responding to inbound phone inquiries and accurately processing service-related forms and documentation. Our ideal candidate is excited to support the thriving businesses of Osaic’s clients, acting as a key point of contact for their office.
Starting your career within Osaic’s Service Call Center provides a strong foundation for long-term growth within the firm. In this role, you’ll build a deep base of knowledge by supporting clients, learning core service processes, and developing expertise across Osaic’s platforms, products, and policies. The Service Call Center is designed as an entry point to the organization, offering hands-on experience, ongoing training, and exposure to multiple areas of the business. As you develop your skills and discover your strengths, you’ll have opportunities to expand your responsibilities and explore diverse career paths across Osaic, shaping a future that aligns with your ambitions and potential.
Education Requirements:
High School Diploma or equivalent (GED) required
Responsibilities:
Customer Support & Phone Inquiries
Answer inbound calls from clients in a courteous, professional, and timely manner
Respond to questions regarding accounts, products, services, and procedures
Research and resolve issues efficiently, escalating complex matters as needed
Document all interactions accurately in internal systems
Form Processing & Administrative Support
Review, verify, and process service forms and requests submitted by clients financial professionals
Follow established workflows and service-level agreements to meet turnaround time expectations
Communicate with clients regarding missing information or required corrections
Quality & Compliance
Adhere to company policies, regulatory requirements, and data privacy standards
Maintain accuracy and attention to detail in all customer interactions and transactions
Participate in ongoing training to stay current on products, systems, and procedures
Collaboration & Continuous Improvement
Work closely with internal teams to resolve inquiries and improve service delivery
Identify trends or recurring issues and provide feedback to leadership
Contribute to a positive team environment and customer-focused culture
Basic Requirements:
Customer-focused mindset
Attention to detail and accuracy
Problem-solving and critical-thinking skills
Time management and organizational skills
Motivated individuals looking to grow a career in the Financial Services industry
Minimum 1 year providing customer service; including, proven results in bringing solutions to challenging issues experience
Proficient with Windows Microsoft Excel, Word, Outlook and Internet
Ability to verbally communicate effectively with the Advisors regarding service issues
Ability to read & interpret company policies, operations manuals, Pershing manuals, & technical guides
Preferred Requirements:
Minimum 1 years’ experience of brokerage experience
Completion of the FINRA SIE exam
FINRA Series 7
Bachelor’s degree in business, Finance or related field is preferred
Prior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations