Remote Client Services Specialist (Financial Services)

Osaic; New York (NY); Remote; USD 41,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic is hiring a Client Services Representative to support over 11,000 Financial Professionals nationwide. In the Advisor Services team, you will handle administrative and sales support, processing work, and client inquiries via phone and systems.

A collaborative, entrepreneurial approach helps you navigate policies and ensure best-in-class service. The role emphasizes accuracy, timely execution, and excellent communication, with benefits and opportunities tied to performance and location-based

Qualifications

• Strong verbal and written communication skills.
• Client service oriented.
• Ability to quickly learn and apply new information.
• Ability to handle multiple tasks simultaneously.
• Detail-oriented.
• Excellent organizational skills.
• Ability to work independently.
• Excellent problem-solving skills.
• Time management skills.

Responsibilities

• Respond to Investment executive and client needs, concerns, and questions.
• Ensure accuracy of execution and timeliness with respect to market deadlines.
• Assist in the account opening process.
• Perform initial check of paperwork for accuracy and completeness.
• Act as a liaison between the investment executive and clearing firm, fund company, and carrier.
• Maintain electronic client files and documentation on proprietary web-based software.
• Provide the highest level of service and responsiveness to customers.
• Ensure client satisfaction remains a selling point for Osaic Institutions.
• Suggest and implement new policies and procedures based on changes.

Skills

Communication skills

Client service

Detail-oriented

Organization

Time management

Independent work

Problem-solving

Learning ability

Multitasking

Education

Bachelor’s degree preferred

High School Diploma or equivalent

Job description

Osaic is hiring a Client Services Representative to support over 11,000 Financial Professionals nationwide. In the Advisor Services team, you will handle administrative and sales support, processing work, and client inquiries via phone and systems.

A collaborative, entrepreneurial approach helps you navigate policies and ensure best-in-class service. The role emphasizes accuracy, timely execution, and excellent communication, with benefits and opportunities tied to performance and location-based