Client Support Representative

Advisor Group Inc.; La Vista (NE); Híbrido; USD 50.000 - 55.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Descripción de la vacante

Osaic’s Client Support team is hiring for a Full-time, non-exempt role based in our hub locations. You will respond to inbound calls, process service forms, and support advisors and clients with products, policies, and procedures.

The position emphasizes accuracy, timely communication, and collaboration across teams for service excellence. Ideal candidates have at least 1 year in customer service, strong detail orientation, and proficiency with Windows MS Office.

Formación

• Minimum 1 year providing customer service; including, proven results in bringing solutions to challenging issues.

Responsabilidades

• Customer Support & Phone Inquiries

Conocimientos

Customer service mindset

Attention to detail

Communication skills

Time management

Problem solving

Educación

Bachelor's degree in business, Finance or related field

FINRA SIE exam

FINRA Series 7

Herramientas

MS Excel

MS Word

MS Outlook

Descripción del empleo

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