Client Support Specialist

Advisor Group Inc.; La Vista (NE); Hybrid; USD 45,000 - 48,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid time away

Volunteer days

Job summary

Advisor Group Inc. is seeking a full-time Client Support member for their La Vista location. This role involves providing exceptional support to clients by handling inquiries and processing service-related forms.

The position requires a customer-focused mindset, attention to detail, and a strong ability to solve problems. Employees enjoy a hybrid work schedule, health benefits, and opportunities for growth within the company.

Join us in fostering customer satisfaction and delivering quality support!

Qualifications

• Minimum 1 year of customer service experience.
• Proficient with Microsoft Office suite.
• Ability to communicate effectively with clients.

Responsibilities

• Answer inbound calls from clients in a courteous and timely manner.
• Process service forms and requests submitted by clients.
• Adhere to company policies and regulatory requirements.

Skills

Customer service experience

Attention to detail

Problem-solving skills

Time management

Effective communication

Education

High School Diploma or equivalent (GED)

Bachelor’s degree in business, finance, or related field

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Role Type: Full-time, Non-Exempt

Salary: $45,000–$48,000 per year + annual performance-based bonus (Actual compensation offered will be determined individually, based on location, skills, licensure, experience, and education).

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 below and must be willing to work this schedule.

Locations

• Atlanta: 2300 Windy Ridge Pkwy SE, Suite 750, 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

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. The role serves as a key point of contact for clients, offering a foundation for long-term growth within the firm.

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 and 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.
• Minimum 1 year of customer service experience, including proven results in resolving challenging issues.
• Proficient with Windows, Microsoft Excel, Word, Outlook, and the Internet.
• Ability to verbally communicate effectively with advisors regarding service issues.
• Ability to read and interpret company policies, operations manuals, Pershing manuals, and technical guides.

Preferred Requirements

• Minimum 1 year of brokerage experience.
• Completion of the FINRA SIE exam.
• FINRA Series 7 certification.
• Bachelor’s degree in business, finance, or a related field.
• Prior experience or exposure in 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, or Back Office Operations.

Benefits

Health, vision, dental insurance; 401(k); paid time away; volunteer days; and much more. Additional details are available on Osaic’s benefits page.

Current employees and contractors are encouraged to apply.