Client Services Specialist - Financial Services (Remote)

Osaic; Saint Petersburg (FL); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Health insurance

Vision and dental insurance

401k

Paid time away

Job summary

Osaic is seeking a Principal Customer Service professional for a remote, full-time role focused on supporting 11,000+ Financial Professionals nationwide. You will perform administrative and sales support duties, verify compliance, and ensure timely execution.

Ideal candidates have a Bachelor’s degree or equivalent experience, 1–2 years in related roles, and strong Microsoft Office skills. FINRA licenses and a customer-first mindset are valued for success.

Qualifications

• 1–2 years minimum of related experience.
• Proficiency with Microsoft Office suite.
• FINRA Series 7 & 24 license.
• Bachelor's degree preferred would be advantageous.

Responsibilities

• Validate client documents for compliance, completeness, and accuracy.
• Maintain electronic client files/documentation on proprietary web-based software system.
• Provide the highest level of service and responsiveness to customers, ensuring client satisfaction.
• Suggest and implement new policies and procedures based on business and regulatory changes.
• Use experience and knowledge to determine appropriateness of client accounts and trades.
• Recommend policies and procedures pertaining to approving and/or declining suitability of accounts and trades for clients.
• All other duties as assigned.

Skills

Customer focus

Communication

Organizational skills

Attention to detail

Problem solving

Team player

Self-motivated

Independent

Education

Bachelor's degree preferred

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Internet Explorer

Job description

Osaic is seeking a Principal Customer Service professional for a remote, full-time role focused on supporting 11,000+ Financial Professionals nationwide. You will perform administrative and sales support duties, verify compliance, and ensure timely execution.

Ideal candidates have a Bachelor’s degree or equivalent experience, 1–2 years in related roles, and strong Microsoft Office skills. FINRA licenses and a customer-first mindset are valued for success.