Client Services Representative

Osaic; New York (NY); Remote; USD 41,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic is hiring a Client Services Representative to support over 11,000 Financial Professionals nationwide. In the Advisor Services team, you will handle administrative and sales support, processing work, and client inquiries via phone and systems.

A collaborative, entrepreneurial approach helps you navigate policies and ensure best-in-class service. The role emphasizes accuracy, timely execution, and excellent communication, with benefits and opportunities tied to performance and location-based

Qualifications

• Strong verbal and written communication skills.
• Client service oriented.
• Ability to quickly learn and apply new information.
• Ability to handle multiple tasks simultaneously.
• Detail-oriented.
• Excellent organizational skills.
• Ability to work independently.
• Excellent problem-solving skills.
• Time management skills.

Responsibilities

• Respond to Investment executive and client needs, concerns, and questions.
• Ensure accuracy of execution and timeliness with respect to market deadlines.
• Assist in the account opening process.
• Perform initial check of paperwork for accuracy and completeness.
• Act as a liaison between the investment executive and clearing firm, fund company, and carrier.
• Maintain electronic client files and documentation on proprietary web-based software.
• Provide the highest level of service and responsiveness to customers.
• Ensure client satisfaction remains a selling point for Osaic Institutions.
• Suggest and implement new policies and procedures based on changes.

Skills

Communication skills

Client service

Detail-oriented

Organization

Time management

Independent work

Problem-solving

Learning ability

Multitasking

Education

Bachelor’s degree preferred

High School Diploma or equivalent

Job description

Customer Service Opportunity in Financial Services

Client Services Representative

Location(s):

CT/Remote

Role Type:

Full-time, Non-Exempt

Salary:

45,000.00 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.

Benefits:

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.

Summary:

As a member of our customer-facing organization, you will engage directly with our customers – over 11,000 Financial Professionals across the country, helping grow and support their firms. As part of the Advisor Services team in the broader Operations and Technology Solutions organization, you will work closely with other team members in all aspects of operational and transactional activities through both phone and processing. Responsible for performing a variety of administrative and sales support activities for Osaic Institutions clients in conformance with established Osaic Institutions objectives, policies, and procedures. A collaborative and entrepreneurial approach will drive success as you learn and navigate all aspects of Financial Professional support. Your contributions will ensure that our Financial Professionals get best-in-class service in every interaction with Osaic.

Education Requirements:

Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Responsibilities:

• Respond to Investment executive and client needs, concerns, and questions.
• Responsible for attention to established policies and procedures to ensure accuracy of execution and timeliness with respect to market deadlines.
• Assist in the account opening process.
• Performs initial check of paperwork for accuracy and completeness.
• Acts as a liaison between the investment executive and clearing firm, fund company, and carrier to allow transactions to flow without interruption or delay.
• Maintains electronic client files and documentation on proprietary web-based software.
• Provides the highest level of service and responsiveness to customers.
• Ensures client satisfaction continues to be a distinguishing selling point for Osaic Institutions in the market space.
• Suggests and implements new policies and procedures based on business and regulatory changes.

Education Requirements:

• High School Diploma or equivalent (GED) required.

Basic Requirements:

• Strong verbal and written communication skills
• Client service oriented
• Ability to quickly learn and apply new information
• Ability to handle multiple tasks simultaneously
• Detail-oriented
• Excellent organizational skills
• Ability to work independently
• Excellent problem-solving skills
• Time management skills

Preferred Requirements:

• FINRA Series 7 License
• Prior customer service experience
• Financial services experience

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.