Brokerage Operations Specialist - Client Accounts

Osaic Wealth, Inc.; Scottsdale (AZ); On-site; USD 45,000 - 49,000; Full time

Job summary

Osaic Wealth, Inc. in Scottsdale is seeking an Operations Processing Specialist - Alternative Investments. This full-time, non-exempt role focuses on accurate processing of client accounts and related brokerage operations.

You will support independent financial advisors nationwide, handle complex requests, and collaborate with teammates to ensure timely, accurate processing and strong service levels.

Qualifications

• 3+ years of work experience in financial services.
• Proficiency with NetX360, Wealthscape, FEI, Salesforce, eQuipt and related back-office systems.
• Excellent communication and organizational skills.

Responsibilities

• Provide a high level of service and support to independent financial advisors nationwide.
• Review, process and follow up on a variety of complex brokerage and non-brokerage account requests.
• Act as subject matter expert for several different responsibilities within brokerage Operations.
• Back-up co-workers through cross-training on all department functions.
• Interact with clearing firm on routine brokerage account processing requests and provide status updates.
• Answer internal and external phone calls and maintain professional communication.

Skills

Customer service

Communication

Organizational skills

Time management

Team collaboration

Problem solving

Education

Bachelor’s degree preferred

High School diploma or equivalent required

Tools

NetX360

Wealthscape

Front-End Imaging (FEI)

Salesforce

eQuipt

Microsoft Word

Microsoft Excel

Edge

Chrome

Outlook

OneNote

Teams

Job description

Osaic Wealth, Inc. in Scottsdale is seeking an Operations Processing Specialist - Alternative Investments. This full-time, non-exempt role focuses on accurate processing of client accounts and related brokerage operations.

You will support independent financial advisors nationwide, handle complex requests, and collaborate with teammates to ensure timely, accurate processing and strong service levels.