Strategic Account Manager

Osaic; Florida; Remote; USD 55,000 - 75,000; Full time

Job summary

Osaic is seeking a Strategic Account Manager to support our nationwide Financial Professionals with white-glove service across phone and processing channels.

You will join the Strategic Accounts team in Operations, collaborating with top programs to deliver exceptional service and education, while training before handling live calls. This remote, full-time, non-exempt role is eligible for overtime and a performance-based bonus consideration.

Qualifications

• 3+ years of customer service or contact center experience.
• Experience with DocuPace system.
• Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint.

Responsibilities

• 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 escalate 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

Skills

Customer service experience

Financial services knowledge

Communication skills

Remote work

Education

Bachelor's degree preferred

Tools

DocuPace

Microsoft Word

Excel

Outlook

PowerPoint

Internet Explorer

Job description

Customer Service Opportunity in Financial Services

Strategic Account Manager

Location(s):

Remote

Role Type

Full-time, Non-Exempt

Salary:

65,000.00 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Summary

As a member of our customer-facing organization, you will engage directly with our customers – over 11,000 Financial Professionals across the country, helping grow and support their firms. As part of the Strategic Accounts team in Operations, you will work closely with our top tier programs, providing white glove service on both phone and processing. A collaborative and entrepreneurial approach will drive success as you learn and navigate all aspects of Financial Professional support. Your contributions will ensure that our Financial Professionals get best-in-class service in every interaction with the Osaic Institutions Strategic Team.

Our Strategic Account Managers receive robust training prior to moving onto the “floor” taking calls and processing transactions for our network of top tier Financial Professionals and Institutions. Support is related to a variety of service-related issues with exceptional experience as the goal. These are not sales roles, rather they are truly support and education experts. Our teams work Monday through Friday schedules, and these positions are eligible for overtime.

Education Requirements

Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Responsibilities

• 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 escal... 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

Basic Requirements

• 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 efficiently navigate through various systems.
• STRONG customer focus orientation.
• High attention to detail, analytical mindset, and problem-solving skills.
• Be able to work independently and maintain elevated levels of quality.
• Self-motivated individual capable of meeting departmental expectations and deadlines
• Ability to participate and contribute to a team environment.

Preferred Requirements

• 5+ years' experience in financial services operations or broker-dealer setting.
• Bachelor's degree in business, Finance or related field is preferred CRM experience / Salesforce experience.
• Completion of FINRA SIE exam.
• FINRA Series 7 license, other FINRA licenses.

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.