Remote Strategic Accounts Support Lead - Finance

Osaic; Bridgeport (CT); Teletrabalho; USD 55 000 - 75 000; Tempo integral

Resumo da oferta

Osaic is seeking an experienced Strategic Account Manager to support a nationwide network of Financial Professionals. This remote, full-time role involves managing delegated programs, handling inquiries, transactions, and reporting while delivering best-in-class service.

Training is provided, and overtime is possible as part of a supportive growth environment. Responsibilities include client communication, relationship building with stakeholders, and cross-team collaboration within Operations.

Qualificações

• 3+ years of customer service or contact center experience.
• Experience with DocuPace system.
• Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint.
• Excellent communication & organizational skills.
• Quick learner with basic technical skills to navigate various systems.
• Strong customer focus orientation.
• Detail-oriented with analytical mindset.
• Able to work independently and meet deadlines.

Responsabilidades

• Serve as a primary point of contact for assigned delegated programs, ensuring timely and accurate support.
• Manage day-to-day program activities, including answering phone calls and responding to Service Central tickets.
• Build and maintain relationships with program stakeholders and internal teams.
• Conduct client and program calls, providing updates and addressing questions.
• Process transactions including new accounts, money movements, and account maintenance.
• Support delegated programs with reporting and system-related requests.
• Identify and elevate issues as needed to ensure timely resolution.
• Collaborate with Operations and other teams to support program needs.
• Provide training and act as a resource to team members, including assisting with questions and sharing knowledge.

Conhecimentos

Customer service

Communication

Organizational skills

Attention to detail

Problem solving

Independent work

Team collaboration

Tech savvy

Formação académica

Bachelor's degree preferred

High school diploma required

Finance/Business degree preferred

FINRA SIE exam

FINRA Series 7 license

Ferramentas

DocuPace

Microsoft Word

Excel

Internet Explorer

Outlook

PowerPoint

Salesforce

Descrição da oferta de emprego

Osaic is seeking an experienced Strategic Account Manager to support a nationwide network of Financial Professionals. This remote, full-time role involves managing delegated programs, handling inquiries, transactions, and reporting while delivering best-in-class service.

Training is provided, and overtime is possible as part of a supportive growth environment. Responsibilities include client communication, relationship building with stakeholders, and cross-team collaboration within Operations.