Hybrid Financial Services Client Support Specialist

Osaic; Oakdale (MN); Hybrid; USD 50,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic is seeking a Client Support Representative to join our Service Call Center. This role focuses on inbound client support, processing service forms, and resolving account questions while adhering to regulatory and privacy standards.

The position offers a hybrid schedule with four days in the office across our hub locations, including Oakdale, MN, and requires a minimum of one year in customer service. You will develop product and policy knowledge, support financial professionals, and

Qualifications

• Minimum 1 year providing customer service with proven issue-resolution results.
• Proficient with Windows, Microsoft Excel, Word, Outlook and Internet.
• Ability to read and interpret company policies, operations manuals, Pershing manuals, and technical guides.

Responsibilities

• Answer inbound calls from clients in a courteous, professional manner.
• Respond to questions regarding accounts, products, services, and procedures.
• Research and resolve issues, escalating complex matters as needed.
• Document all interactions in internal systems.
• Review, verify, and process service forms and requests submitted by clients' financial professionals.
• Follow workflows and SLAs to meet turnaround times and communicate missing information.
• Adhere to policies, regulatory requirements and data privacy standards.
• Collaborate with internal teams to resolve inquiries and identify service improvements.

Skills

Customer service

Attention to detail

Problem-solving

Communication

Time management

Education

High School Diploma or GED

Tools

Windows

Microsoft Office

Job description

Osaic is seeking a Client Support Representative to join our Service Call Center. This role focuses on inbound client support, processing service forms, and resolving account questions while adhering to regulatory and privacy standards.

The position offers a hybrid schedule with four days in the office across our hub locations, including Oakdale, MN, and requires a minimum of one year in customer service. You will develop product and policy knowledge, support financial professionals, and