Client Support Representative

Osaic; Scottsdale (AZ); On-site; 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's Client Support team provides high-quality support to house account clients by responding to inbound phone inquiries and processing service-related forms and documentation.

The role is an entry-to-mid level in the Service Call Center, offering hands-on training, ongoing development, and opportunities to grow within the organization while delivering exceptional client service.

Qualifications

• High School Diploma or GED required
• Minimum 1 year of customer service experience
• Proficient with Windows Excel, Word, Outlook and Internet
• Ability to read/interpret company policies and manuals
• Brokerage experience and FINRA Series 7 preferred

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, escalate complex matters as needed
• Document all interactions accurately in internal systems
• Review, verify, and process service forms and requests from clients and financial professionals
• Follow workflows and SLAs to meet turnaround time expectations
• Communicate with clients regarding missing information or required corrections
• Adhere to policies, regulatory requirements, and data privacy standards
• Work with internal teams to resolve inquiries and improve service delivery
• Identify trends and provide feedback to leadership

Skills

Customer-focused mindset

Attention to detail

Problem-solving skills

Time management

Verbal communication

Reading policies

Education

High School Diploma or GED

FINRA SIE exam (preferred)

Bachelor's degree in business/Finance (preferred)

Tools

Excel

Word

Outlook

Internet

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'sClient Supportteamprovides 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 ofOsaic'sclients,actingas a key point of contactfor their office.

Starting your careerwithinOsaic'sService Call Center providesa strong foundationfor long-term growth within the firm. In this role,you'llbuild a deep base of knowledge by supporting clients, learning core service processes, and developingexpertiseacrossOsaic'splatforms, 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'llhave opportunities to expand your responsibilities and explore diverse career paths acrossOsaic, 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, andtimelymanner
• Respond to questionsregardingaccounts, 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 requestssubmittedby clients financial professionals
• Follow established workflows and service-level agreements to meet turnaround time expectations
• Communicate with clients regardingmissing 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

• Workcloselywith internal teams to resolve inquiries and improve service delivery
• Identifytrends 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
• Minimum1year providing customer service; including, proven results in bringing solutions to challenging issues experience
• Proficient with Windows Microsoft Excel, Word,Outlookand Internet
• Ability to verbally communicate effectively with the Advisorsregardingservice 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