Financial Services Client Support Associate - Hybrid

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

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Job summary

Advisor Group is seeking a Client Support Representative to provide high-quality support in La Vista. In this full-time role, you will respond to client inquiries and process service-related requests, ensuring accuracy and compliance.

You will work in a hybrid environment, contributing to a positive team focus while supporting the financial services needs of Osaic’s clients. A High School Diploma is required, with opportunities for growth and development within the company.

Qualifications

• Minimum 1 year providing customer service with proven results.
• Ability to effectively communicate with Advisors on service issues.
• Experience with brokerage preferred.

Responsibilities

• Answer inbound calls from clients courteously and professionally.
• Process service forms and requests accurately.
• Adhere to company policies and regulatory requirements.

Skills

Customer-focused mindset

Problem-solving skills

Attention to detail

Time management

Education

High School Diploma or equivalent (GED)

Bachelor’s degree in business, Finance or related field (preferred)

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Advisor Group is seeking a Client Support Representative to provide high-quality support in La Vista. In this full-time role, you will respond to client inquiries and process service-related requests, ensuring accuracy and compliance.

You will work in a hybrid environment, contributing to a positive team focus while supporting the financial services needs of Osaic’s clients. A High School Diploma is required, with opportunities for growth and development within the company.