Client Support Representative

Osaic; Oakdale (MN); Hybrid; USD 50,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic is seeking a Client Support Representative to join our Service Call Center. This role focuses on inbound client support, processing service forms, and resolving account questions while adhering to regulatory and privacy standards.

The position offers a hybrid schedule with four days in the office across our hub locations, including Oakdale, MN, and requires a minimum of one year in customer service. You will develop product and policy knowledge, support financial professionals, and

Qualifications

• Minimum 1 year providing customer service with proven issue-resolution results.
• Proficient with Windows, Microsoft Excel, Word, Outlook and Internet.
• Ability to read and interpret company policies, operations manuals, Pershing manuals, and technical guides.

Responsibilities

• Answer inbound calls from clients in a courteous, professional manner.
• Respond to questions regarding accounts, products, services, and procedures.
• Research and resolve issues, escalating complex matters as needed.
• Document all interactions in internal systems.
• Review, verify, and process service forms and requests submitted by clients' financial professionals.
• Follow workflows and SLAs to meet turnaround times and communicate missing information.
• Adhere to policies, regulatory requirements and data privacy standards.
• Collaborate with internal teams to resolve inquiries and identify service improvements.

Skills

Customer service

Attention to detail

Problem-solving

Communication

Time management

Education

High School Diploma or GED

Tools

Windows

Microsoft Office

Job description

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 expectationsCommunicate 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

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.