Advisor Support Specialist - Hybrid Office

Advisor Group; Oakdale (MN); Hybrid; USD 53,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

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.

Qualifications

• Minimum 1 year providing customer service.
• Able to follow policies, procedures and regulatory requirements.
• Excellent communication and troubleshooting skills.
• Proficient with Microsoft Office Suite (Excel, Word, Outlook).
• Location at one of the listed hub offices; willingness to work in a hybrid schedule.

Responsibilities

• 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, escalating complex matters as needed.
• Document all interactions accurately in internal systems.
• Review, verify, and process service forms and requests.
• Follow workflows and SLAs to meet turnaround times.
• Communicate with financial professionals regarding missing information or corrections.
• Adhere to policies, regulatory requirements and data privacy standards.

Skills

Customer focus

Attention to detail

Problem solving

Time management

Effective communication

Education

High School Diploma or GED

Bachelor’s degree preferred

FINRA SIE exam

FINRA Series 7 (preferred)

Tools

Windows, Excel, Word, Outlook

Envestnet/Wealth Management Platform

Pershing manuals (reference)

Job description

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.