Financial Services Operations Specialist — Hybrid Support

OSAIC; Scottsdale (AZ); Hybrid; USD 48,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Job summary

Osaic is seeking an Investment Advisory (IWS) Operations Specialist in Scottsdale to join our client-centric Support team. You will help advisors and clients across advisory accounts with service and operational requests, ensuring accurate processing and exceptional experiences.

The role requires 2+ years in financial services operations and strong communication skills. This is a full-time, non-exempt position in a hybrid schedule with four in-office days weekly.

Qualifications

• Bachelor’s degree preferred; high school diploma or equivalent considered with experience.
• 2+ years in financial services operations or broker-dealer setting.
• 2+ years in a customer service operation or contact center.
• Proficiency with Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint.
• Excellent communication and organization/multi-tasking skills.
• Friendly and professional demeanor.
• Self-motivated and able to work independently under pressure.

Responsibilities

• Provide service and support experiences for advisors while answering questions, researching issues and completing transactions.
• Support investment advisory needs across channels with knowledge of product, platform, and processes.
• Assist navigation in advisory platforms including Envestnet (WMP) and Wealth Management Platform (IWS) and NFS (Wealthscape).
• Create strong relationships with advisors, their staff and peers across the firm.
• Demonstrate critical thinking to identify customers' stated and unstated needs.

Skills

Communication

Customer focus

Multi-tasking

Detail-oriented

Problem-solving

Education

Bachelor’s degree preferred

High school diploma or equivalent required

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Internet Explorer

Job description

Osaic is seeking an Investment Advisory (IWS) Operations Specialist in Scottsdale to join our client-centric Support team. You will help advisors and clients across advisory accounts with service and operational requests, ensuring accurate processing and exceptional experiences.

The role requires 2+ years in financial services operations and strong communication skills. This is a full-time, non-exempt position in a hybrid schedule with four in-office days weekly.