Investment Advisory Operations Specialist: Client Support

Osaic; Atlanta (GA); Hybrid; USD 48,000 - 52,000; Full time

Benefits offered by this job

Health benefits

401k

Paid time away

Job summary

Osaic is seeking a dedicated IWS Operations Specialist to join the Investment Advisory Support team in a hybrid work environment. You will assist advisors, clients, and internal teams across operational and service activities for qualifying accounts, focusing on delivering exceptional service during phone-based interactions.

You will support products, platforms, and processes to address customers' needs, and navigate advisory platforms such as Envestnet (WMP) and Wealthscape, ensuring accurate

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.
• A friendly and professional demeanor.

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), as well as core business 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 skills to identify customers' stated and unstated needs to deliver required outcomes with exceptional experience.
• Educate advisors where to find online information and other self-serve solutions.
• Meet stated satisfaction, quality and production goals.
• Log interactions within CRM system for most interactions to capture notes and other relevant information for future support needs.
• Keep up to date on changes to industry and business processes.
• All other duties as assigned.

Skills

Customer service

Communication

Multitasking

Attention to detail

Problem solving

Independent work

Education

Bachelor's degree preferred

High school diploma

Tools

Microsoft Word

Microsoft Excel

Outlook

PowerPoint

CRM systems

Envestnet WMP

Job description

Osaic is seeking a dedicated IWS Operations Specialist to join the Investment Advisory Support team in a hybrid work environment. You will assist advisors, clients, and internal teams across operational and service activities for qualifying accounts, focusing on delivering exceptional service during phone-based interactions.

You will support products, platforms, and processes to address customers' needs, and navigate advisory platforms such as Envestnet (WMP) and Wealthscape, ensuring accurate