Remote Client Services Specialist — Financial Services

Osaic; United States; Remote; USD 45,000 - 59,000; Full time

Benefits offered by this job

Health insurance

Vision plan

Dental insurance

401k

Paid time off

Volunteer days

Job summary

Osaic seeks a Client Services Representative to support over 11,000 Financial Professionals nationwide. You will engage directly with customers via phone and processing, handling inquiries and ensuring accurate, timely service in a collaborative Advisor Services team.

This full-time, non-exempt position in CT/Remote offers a base salary of $45,000 per year plus a performance-based bonus, with comprehensive benefits and opportunities to contribute to client satisfaction and service delivery.

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.
• Follow established policies to ensure accuracy and timeliness with respect to market deadlines.
• Assist in the account opening process.
• Performs initial check of 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.
• Maintains electronic client files and documentation on proprietary web-based software.
• Provides 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.

Job description

Osaic seeks a Client Services Representative to support over 11,000 Financial Professionals nationwide. You will engage directly with customers via phone and processing, handling inquiries and ensuring accurate, timely service in a collaborative Advisor Services team.

This full-time, non-exempt position in CT/Remote offers a base salary of $45,000 per year plus a performance-based bonus, with comprehensive benefits and opportunities to contribute to client satisfaction and service delivery.