Hybrid Financial Services Operations Specialist

OSAIC; Oakdale (MN); Hybrid; USD 48,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic Investment Advisory (IWS) Operations Specialist is a full-time, non-exempt role across multiple US hubs. The role supports advisors and clients in operational/service activities for qualifying advisory accounts, with phone support and collaboration across functions to ensure exceptional service.

The position focuses on supporting products, platforms, and processes to address stated and unstated customer needs, working in a hybrid environment with opportunities to grow technical knowledge

Qualifications

• 2+ years of experience in financial services operations or broker-dealer setting.
• 2+ years working 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, professional demeanor with quick learning and attention to detail.

Responsibilities

• Provide leading service and support experiences for our advisors while answering questions, researching issues and completing transactions.
• Support investment advisory needs dynamically across channels – phone; with product, platform and process knowledge; processing work items and requests.
• Assist with navigation in advisory platforms including Envestnet (WMP) and core platforms including IWS & NFS (Wealthscape).
• Create strong working relationships with advisors, their office staff and peers across the firm.
• Demonstrate critical thinking and problem-solving to identify customer needs.

Skills

Customer service

Communication

Analytical thinking

Multi-tasking

Self-motivation

Education

Bachelor's degree preferred

High school diploma required

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Job description

Osaic Investment Advisory (IWS) Operations Specialist is a full-time, non-exempt role across multiple US hubs. The role supports advisors and clients in operational/service activities for qualifying advisory accounts, with phone support and collaboration across functions to ensure exceptional service.

The position focuses on supporting products, platforms, and processes to address stated and unstated customer needs, working in a hybrid environment with opportunities to grow technical knowledge