Client Support Specialist - Hybrid Finance Services

Advisor Group Inc.; 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 away

Volunteer days

Job summary

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.

Qualifications

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

Responsibilities

• Customer Support & Phone Inquiries

Skills

Customer service mindset

Attention to detail

Communication skills

Time management

Problem solving

Education

Bachelor's degree in business, Finance or related field

FINRA SIE exam

FINRA Series 7

Tools

MS Excel

MS Word

MS Outlook

Job description

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.