Financial Client Services Specialist Remote

Advisor Group; New York (NY); On-site; USD 41,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic, a leading financial services company, is seeking a Client Services Representative to support 11,000+ Financial Professionals nationwide. You will handle inquiries, process transactions, and ensure timely, accurate service across phone and system channels.

Bachelor’s degree preferred; strong verbal and written communication and ability to learn quickly are essential. This full-time, remote-friendly role offers competitive compensation and comprehensive benefits.

Qualifications

• Bachelor’s degree preferred; high school diploma or equivalent with experience considered.
• Strong communication skills and customer-service orientation.
• Ability to learn new information quickly and manage multiple tasks.

Responsibilities

• Respond to investment executive and client needs and questions.
• Adhere to policies to ensure accuracy and timely market deadlines.
• Assist in the account opening process.
• Check paperwork for accuracy and completeness.
• Liaise between investment executives, clearing firms, and carriers.
• Maintain electronic client files and documentation.

Skills

Strong verbal and writtenCommunication

Client service oriented

Ability to quickly learn

Detail oriented

Excellent organizational skills

Ability to work independently

Excellent problem solving skills

Time management skills

Education

Bachelor's degree preferred

High School Diploma or equivalent

Job description

Osaic, a leading financial services company, is seeking a Client Services Representative to support 11,000+ Financial Professionals nationwide. You will handle inquiries, process transactions, and ensure timely, accurate service across phone and system channels.

Bachelor’s degree preferred; strong verbal and written communication and ability to learn quickly are essential. This full-time, remote-friendly role offers competitive compensation and comprehensive benefits.