Client Support Representative

advisorgroup; La Vista (NE); Hybrid; USD 50,000 - 55,000; Full time

Benefits offered by this job

Health Insurance

Vision Insurance

Dental Insurance

401k

Paid Time Off

Volunteer Days

Job summary

Osaic is hiring a Client Support Representative to provide high-quality customer service for our financial services clients. The role supports inbound inquiries, processes service forms, and ensures accurate documentation while upholding regulatory standards.

The position offers a hybrid work schedule with a minimum in-office presence of four days per week at one of our hubs, including La Vista, NE. A strong customer-service mindset and reliable problem-solving abilities are essential for

Qualifications

• Minimum 1 year providing customer service; strong problem-solving abilities.
• Strong communication and interpersonal skills for client inquiries.
• Proficient with Windows-based Microsoft Office applications (Excel, Word, Outlook).
• Attention to detail and accuracy in processing forms and documentation.

Responsibilities

• Answer inbound calls from clients in a courteous, professional, and timely manner.
• Respond to questions regarding accounts, products, services, and procedures.
• Research and resolve issues, escalating complex matters as needed.
• Document all interactions accurately in internal systems.
• Process service forms and requests submitted by clients’ financial professionals.
• Meet turnaround time expectations per workflows and SLAs.
• Adhere to regulatory requirements and data privacy standards.

Skills

Customer service

Problem solving

Attention to detail

Time management

Communication

Education

High School Diploma or GED

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Osaic Careers

Customer Service Opportunity in Financial Services

Client Support Representative

Location(s):

• Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
• La Vista:12325 Port Grace Blvd, La Vista, NE 68128
• Oakdale: 7755 3rd St. N, Oakdale, MN 55128
• Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time, Non-Exempt

Salary:

• $50,000 - $55,000 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.

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:

Osaic's Client Support team provides high-quality support to Osaic house account clients by responding to inbound phone inquiries and accurately processing service-related forms and documentation. Our ideal candidate is excited to support the thriving businesses of Osaic's clients, acting as a key point of contact for their office.

Starting your career within Osaic's Service Call Center provides a strong foundation for long-term growth within the firm. In this role, you'll build a deep base of knowledge by supporting clients, learning core service processes, and developing expertise across Osaic's platforms, products, and policies. The Service Call Center is designed as an entry point to the organization, offering hands‑on experience, ongoing training, and exposure to multiple areas of the business. As you develop your skills and discover your strengths, you'll have opportunities to expand your responsibilities and explore diverse career paths across Osaic, shaping a future that aligns with your ambitions and potential.

Education Requirements:

High School Diploma or equivalent (GED) required

Responsibilities:

Customer Support & Phone Inquiries

• Answer inbound calls from clients in a courteous, professional, and timely manner
• Respond to questions regarding accounts, products, services, and procedures
• Research and resolve issues efficiently, escalating complex matters as needed
• Document all interactions accurately in internal systems

Form Processing & Administrative Support

• Review, verify, and process service forms and requests submitted by clients financial professionals
• Follow established workflows and service-level agreements to meet turnaround time expectations
• Communicate with clients regarding missing information or required corrections

Quality & Compliance

• Adhere to company policies, regulatory requirements, and data privacy standards
• Maintain accuracy and attention to detail in all customer interactions and transactions
• Participate in ongoing training to stay current on products, systems, and procedures

Collaboration & Continuous Improvement

• Work closely with internal teams to resolve inquiries and improve service delivery
• Identify trends or recurring issues and provide feedback to leadership
• Contribute to a positive team environment and customer-focused culture

Basic Requirements:

• Customer-focused mindset
• Attention to detail and accuracy
• Problem-solving and critical-thinking skills
• Time management and organizational skills
• Motivated individuals looking to grow a career in the Financial Services industry
• Minimum 1 year providing customer service; including, proven results in bringing solutions to challenging issues experience
• Proficient with Windows Microsoft Excel, Word, Outlook and Internet
• Ability to verbally communicate effectively with the Advisors regarding service issues
• Ability to read & interpret company policies, operations manuals, Pershing manuals, & technical guides

Preferred Requirements:

• Minimum 1 years' experience of brokerage experience
• Completion of the FINRA SIE exam
• FINRA Series 7
• Bachelor's degree in business, Finance or related field is preferred
• Prior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker‑Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations