Brokerage Operations Specialist – Client Support

OSAIC; Saint Petersburg (FL); On-site; USD 45,000 - 49,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

Osaic in the United States is seeking an Operations Processing Specialist for Alternative Investments. This full-time, non-exempt role requires in-office attendance at one of several locations, including St. Petersburg, FL.

Salary ranged at $45,000–$49,000 plus annual bonus, with full benefits and a strong emphasis on client service and accuracy. The role focuses on processing transactions, account maintenance, and supporting brokerage operations with cross-functional collaboration and system

Qualifications

• 3+ years of work experience in financial services.
• Proficiency with Microsoft Word, Excel, and common browser tools.
• Ability to manage multiple tasks with accuracy and timeliness.

Responsibilities

• Provide high level service to independent financial advisors nationwide.
• Process and follow up on complex brokerage and non-brokerage account requests.
• Serve as subject matter expert for brokerage Operations tasks.
• Back-up co-workers and senior processors through cross-training on department functions.
• Interact with clearing firm on routine account processing requests and provide updates.
• Answer calls and keep contact management systems up to date.
• Escalate issues to manager when needed and maintain quality standards.
• Assist training and mentoring new hires; support escalations with supervision.

Skills

Excellent communication

Organizational skills

Customer service mindset

Education

Bachelor's degree preferred

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Edge

Chrome

Outlook

OneNote

Teams

Salesforce

NetX360

Wealthscape

Front-End Imaging (FEI)

eQuipt

Job description

Osaic in the United States is seeking an Operations Processing Specialist for Alternative Investments. This full-time, non-exempt role requires in-office attendance at one of several locations, including St. Petersburg, FL.

Salary ranged at $45,000–$49,000 plus annual bonus, with full benefits and a strong emphasis on client service and accuracy. The role focuses on processing transactions, account maintenance, and supporting brokerage operations with cross-functional collaboration and system