Client Service Representative

Administrative Support Opportunity in Financial Services

Client Service 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

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic is not considering remote candidates at this time.

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: $42,750 - $57,000 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: https://careers.osaic.com/Creative/Benefits .

Summary:

The Client Service Associate is responsible for performing a variety of administrative and sales support activities for Osaic Institutions clients in conformance with established Osaic Institutions objectives, policies, and procedures. This entry-level role offers a strong foundation for growth within the organization.

Education Requirements:

• Minimum of a High School Diploma or equivalent (GED) required.

Responsibilities:

• Respond to Investment executive and client needs, concerns, and questions.
• Responsible for attention to established policies and procedures to ensure accuracy of execution and timeliness with respect to market deadlines.
• Assist in the account opening process.
• Performs initial check of paperwork for accuracy and completeness.
• Acts as a liaison between the investment executive and clearing firm, fund company, and carrier to allow transactions to flow without interruption or delay.
• Maintains electronic client files and documentation on proprietary web-based software.
• Provides the highest level of service and responsiveness to customers.
• Ensures client satisfaction continues to be a distinguishing selling point for Osaic Institutions in the market space.
• Suggests and implements new policies and procedures based on business and regulatory changes.
• Other duties as assigned

Basic Requirements:

• 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 Requirements:

• FINRA Series 7 license.
• Prior customer service experience.
• Financial services experience.