Financial Services Client Support Specialist

Osaic; 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 off

Volunteer days

Job summary

Osaic is seeking a Client Support Representative to handle inbound calls, process service forms, and provide accurate information to house account clients. The role supports the growth of client relationships within a financial services environment.

Starting near a hub location with a hybrid schedule, the position requires strong communication, attention to detail, and the ability to collaborate with internal teams to resolve inquiries and ensure timely service delivery.

Qualifications

• Must have customer-focused mindset.
• Attention to detail and accuracy.
• Problem-solving and critical-thinking skills.
• Time management and organizational skills.
• Motivated individuals seeking a career in Financial Services.

Responsibilities

• Answer inbound calls from clients in a courteous, professional manner.
• Respond to questions regarding accounts, products, services, and procedures.
• Research and resolve issues, escalate when needed.
• Document interactions in internal systems.
• Review, verify, and process service forms and requests submitted by clients.

Skills

Customer service

Attention to detail

Problem-solving

Time management

Excel

Word

Outlook

Windows

Communication with Advisors

Reading policies

Education

High School Diploma

Job description

Osaic is seeking a Client Support Representative to handle inbound calls, process service forms, and provide accurate information to house account clients. The role supports the growth of client relationships within a financial services environment.

Starting near a hub location with a hybrid schedule, the position requires strong communication, attention to detail, and the ability to collaborate with internal teams to resolve inquiries and ensure timely service delivery.