Remote Financial Services Client Specialist

Osaic; Phoenix (AZ); On-site; USD 45,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic is seeking a Client Services Representative to support over 11,000 Financial Professionals nationwide. You will engage customers by phone and through processing, delivering best-in-class service within the Advisor Services team.

Bachelor's degree preferred; a high school diploma with substantial experience is acceptable. This full-time, non-exempt role offers remote options, competitive benefits including health, vision, dental, 401k, paid time away, and volunteer days.

Qualifications

• Strong verbal and written communication skills.
• Client service oriented with ability to learn quickly.
• Ability to handle multiple tasks simultaneously and stay organized.

Responsibilities

• Respond to Investment executive and client needs, concerns, and questions.
• Ensure accuracy and timeliness with respect to market deadlines by following policies.
• 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 to ensure smooth transactions.
• 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 key differentiator for Osaic Institutions.
• Suggest and implement new policies and procedures based on changes.

Skills

Verbal & written comms

Client service

Multi-tasking

Attention to detail

Organizational skills

Independent work

Problem solving

Time management

Education

Bachelor's degree preferred

High School Diploma or GED required

Job description

Osaic is seeking a Client Services Representative to support over 11,000 Financial Professionals nationwide. You will engage customers by phone and through processing, delivering best-in-class service within the Advisor Services team.

Bachelor's degree preferred; a high school diploma with substantial experience is acceptable. This full-time, non-exempt role offers remote options, competitive benefits including health, vision, dental, 401k, paid time away, and volunteer days.