Strategic Account Manager

Osaic; United States; Remote; USD 59,000 - 72,000; Full time

Job summary

Osaic is seeking a Strategic Account Manager to support its network of financial professionals remotely across the United States. You will act as a primary customer-service contact, handling program questions, processing transactions, and delivering white-glove service to top tier clients.

The role emphasizes training, collaboration with operations, and education rather than sales, with a $65,000 annual salary plus an annual performance-based bonus; bachelor degree preferred but experience may

Qualifications

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

Responsibilities

• Serve as a primary point of contact for delegated programs, ensuring timely and accurate support.
• Manage day-to-day program activities, including calls and ticket responses.
• 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 maintenance.
• Support delegated programs with reporting and system-related requests.
• Identify and escalate 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

Analytical mindset

Problem solving

Independence

Education

Bachelor’s degree preferred

High school diploma required

Significant experience may substitute degree

FINRA SIE exam completed

FINRA Series 7 license

Tools

DocuPace

Microsoft Word

Excel

Outlook

PowerPoint

Internet Explorer

Job description

Osaic Careers

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 escalation 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.