Financial Advisor Support Specialist

Osaic; Oakdale (MN); On-site; USD 45,000 - 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 Advisor Support team provides high-quality support to financial professionals by responding to inbound phone inquiries and accurately processing service-related forms and documentation. Starting your career within Osaic's Service Call Center provides hands-on training and exposure to multiple areas of the business, with opportunities to grow as you develop core service skills.

This full-time, in-office role requires in-person attendance across the assigned schedule and offers a

Qualifications

• 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 read & interpret company policies, operations manuals, & technical guides
• For new graduates: internship, co-op experience, prior work experience
• 1 year's experience of brokerage experience
• Completion of the FINRA SIE exam
• FINRA Series 7
• Bachelor's degree in business, Finance or related field

Responsibilities

• Answer inbound calls from financial professionals 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

Skills

Customer service

Attention to detail

Problem solving

Time management

Verbal communication

Excel/Word/Outlook

Policy interpretation

Education

High School Diploma

Bachelor's degree in business

FINRA SIE exam

FINRA Series 7

Brokerage experience

Tools

Envestnet / Wealth Management Platform

Job description

Osaic's Advisor Support team provides high-quality support to financial professionals by responding to inbound phone inquiries and accurately processing service-related forms and documentation. Starting your career within Osaic's Service Call Center provides hands-on training and exposure to multiple areas of the business, with opportunities to grow as you develop core service skills.

This full-time, in-office role requires in-person attendance across the assigned schedule and offers a