Remote Client Services Specialist - Financial Services

Advisor Group; Connecticut; Remote; USD 41,000 - 50,000; Full time

Job summary

Osaic is seeking a Client Services Representative to support over 11,000 Financial Professionals nationwide. This role blends customer service with sales support across phone and processing channels in a fast-paced environment.

You will handle account openings, document checks, and daily client interactions while upholding firm policies and providing best-in-class service. A Bachelor's degree is preferred, with a high school diploma acceptable with experience.

Qualifications

• Bachelor’s degree preferred; high school diploma with experience may be considered.
• Minimum of high school diploma or equivalent is required.
• Strong verbal and written communication skills.
• Client service oriented; detail oriented and organized.
• Ability to learn quickly and manage multiple tasks.

Responsibilities

• Respond to Investment executive and client needs, concerns, and questions.
• Ensure accuracy and timeliness with market deadlines.
• Assist in the account opening process.
• Review paperwork for accuracy and completeness.
• Acts as a liaison between the investment executive and clearing firm, fund company, and carrier to allow transactions to flow without interruption or delay.
• Maintain electronic client files and documentation on proprietary web-based software.
• Provide the highest level of service and responsiveness to customers.
• Ensures client satisfaction continues to be a distinguishing selling point for Osaic Institutions in the market space.
• Suggests and implements new policies and procedures based on business and regulatory changes.

Skills

Verbal/written comms

Client service

Learn quickly

Multi-tasking

Detail oriented

Organizational skills

Work independently

Problem solving

Time management

Education

Bachelor's degree preferred

High school diploma required

Job description

Osaic is seeking a Client Services Representative to support over 11,000 Financial Professionals nationwide. This role blends customer service with sales support across phone and processing channels in a fast-paced environment.

You will handle account openings, document checks, and daily client interactions while upholding firm policies and providing best-in-class service. A Bachelor's degree is preferred, with a high school diploma acceptable with experience.