Client Service Specialist

Osaic; Branford (CT); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Job summary

Bard Financial Group, part of Osaic's Empowered Independence platform, seeks a Client Service Specialist to provide day-to-day administrative and service support to clients and advisors, ensuring accurate processing and timely follow-through.

This role located in Branford, CT offers growth into a broader office manager position within a growing advisory firm managing about $1.2B in assets, with compensation including $65,000-$75,000 per year plus an annual performance-based bonus and

Qualifications

• Detail-oriented and organized with ability to work independently.
• Experience in client service, operations, or wealth management support.
• Strong customer-centric approach delivering excellent client experiences.
• Proficient in Microsoft Excel and basic math.

Responsibilities

• Provide administrative and operational support to advisors related to client servicing and financial planning support.
• Manage front office reception duties and provide responsive, professional support to clients and advisors.
• Support client onboarding and ongoing account servicing, including setup and transfers.
• Review and process client documentation for completeness and compliance.
• Track client workflows, service requests, deadlines, and outstanding items for timely resolution.
• Coordinate with custodians and internal teams to support service delivery.
• Protect confidential client and firm information at all times.

Skills

Detail-oriented

Organized

Customer-centric

Communication skills

Team player

Problem solving

Education

High School Diploma or GED

Bachelor's degree preferred

Series 7/63/65/66 licenses a plus

Tools

Excel

Job description

The Client Service Specialist within the Bard Financial Group provides day-to-day administrative and service support to clients and advisors, ensuring accurate processing, responsive service, and timely follow-through. As a growing advisory firm managing approximately $1.2B in assets, Bard Financial offers a collaborative, close-knit environment where employees can make a meaningful impact, while also benefiting from the resources, technology, and long-term stability of Osaic's Empowered Independence platform. This position offers the potential to grow into a broader office manager role as business needs evolve.

Location

Branford, CT

Role Type

Full Time (onsite)

Salary

$65,000-75,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including 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, and much more.

Education Requirements

• High School Diploma or GED equivalent (minimum required). Bachelor's degree preferred.
• Experience in business, finance, accounting, or a related field is helpful.
• Securities licenses (e.g., Series 7, 63/65/66) are a plus.

Responsibilities

• Provide administrative and operational support to advisors related to client servicing, financial planning support, and day-to-day business activities.
• Manage front office reception duties, including greeting visitors, answering phones, directing inquiries, and providing responsive, professional support to clients and advisors.
• Support client onboarding and ongoing account servicing, including account setup, transfers, beneficiary changes, and other routine service requests.
• Review and process client documentation for completeness, accuracy, and compliance with firm and regulatory requirements.
• Track client workflows, service requests, deadlines, and outstanding items to ensure timely resolution.
• Coordinate with custodians, product partners, and internal teams to support efficient service delivery and operational follow-through.
• Protect confidential client and firm information at all times.

Basic Requirements

• Detail-oriented, organized and ability to work independently as well as part of a team.
• Experience in a professional office environment, preferably in a client service, operations, or wealth management support role.
• Strong customer-centric mentality with a commitment to delivering exceptional client experiences.
• Strong verbal and written communication skills.
• Proven problem-solving abilities with sound judgment for resolving client issues.
• Proficiency with Microsoft Excel and basic math concepts.

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.