Remote Strategic Account Support Manager

Osaic; Las Vegas (NV); Remote; USD 59,000 - 72,000; Full time

Job summary

Osaic is seeking a Strategic Account Manager to provide white-glove customer service to our Financial Professionals nationwide. This remote, full-time role focuses on support, education, and seamless processing rather than sales, with overtime eligibility and robust training prior to floor duties.

You will engage with over 11,000 Financial Professionals, managing inquiries, transactions, and program-related tasks while collaborating across internal teams to ensure exceptional service.

Qualifications

• 3+ years of customer service or contact center experience.
• Experience with DocuPace system.
• Proficiency in MS Word, Excel, Outlook, PowerPoint.
• Excellent communication & organizational skills.
• Quick learner with basic technical skills to navigate systems.
• Strong customer focus orientation.
• High attention to detail, analytical mindset, and problem-solving skills.
• Ability to work independently and meet deadlines.
• Self-motivated and able to contribute in a team.
• CRM/Salesforce experience preferred.

Responsibilities

• Serve as a primary contact for delegated programs with timely support.
• Manage day-to-day program activities including calls and tickets.
• Build and maintain relationships with stakeholders and internal teams.
• Conduct client and program calls, provide updates and address questions.
• Process transactions including new accounts, money movements, and maintenance.
• Support programs with reporting and system-related requests.
• Identify and elevate issues to ensure timely resolution.
• Collaborate with Operations and other teams to support program needs.
• Provide training and act as a resource to team members.

Skills

Customer service

Communication

Organizational skills

Tech-savviness

Customer focus

Attention to detail

Analytical thinking

Problem solving

Independent work

Self-motivation

Team player

Education

Bachelor's degree preferred

High school diploma or equivalent

Bachelor's degree in Business/Finance related field preferred

FINRA SIE exam

FINRA Series 7 license

Tools

DocuPace

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Internet Explorer

Job description

Osaic is seeking a Strategic Account Manager to provide white-glove customer service to our Financial Professionals nationwide. This remote, full-time role focuses on support, education, and seamless processing rather than sales, with overtime eligibility and robust training prior to floor duties.

You will engage with over 11,000 Financial Professionals, managing inquiries, transactions, and program-related tasks while collaborating across internal teams to ensure exceptional service.