Advisor Support Representative
Osaic
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Benefits offered by this job
Job summary
Qualifications
- Minimum 1 year providing customer service with proven results in solutions.
- Experience with Windows including Excel, Word, and Outlook.
- Ability to communicate effectively about service issues.
Responsibilities
- Answer inbound calls from financial professionals.
- Respond to questions regarding accounts, products, and services.
- Process service forms and requests efficiently.
- Maintain compliance with company policies and regulatory standards.
Skills
Education
Tools
Job description
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 on this schedule.
Osaic is not considering remote candidates at this time.
Role Type: Full-time, Non-Exempt
Schedule: Shift schedules are aligned to time zones for service however some flexibility may be required. The schedule for training may be different than your ultimate assigned schedule.
Salary: $45,000-$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.
Osaic's Advisor Support team provides high-quality support to financial professionals 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 Financial Professionals, 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 advisors and their teams, 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.
High School Diploma or equivalent (GED) required
- Answer inbound calls from financial professionals 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
- Review, verify, and process service forms and requests submitted by financial professionals
- Follow established workflows and service-level agreements to meet turnaround time expectations
- Communicate with financial professionals 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
- Experience with Envestnet / Wealth Management Platform
- 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
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