Osaic→
Client Service Representative
Entry LevelHybrid
Location
Nevada
Salary
$45k–$45k/yr
Experience
Not specified
Posted
Today
Skills
finra series 7 licensefinancial services
Job Description
Summary: Osaic is a financial services company seeking a Client Service Representative to engage directly with over 11,000 Financial Professionals across the country. The role involves supporting clients through operational and transactional activities, ensuring best-in-class service in every interaction with Osaic.
Responsibilities:
- Respond to Investment executive and client needs, concerns, and questions
- Responsible for attention to established policies and procedures to ensure accuracy of execution and timeliness with respect to market deadlines
- Assist in the account opening process
- Performs initial check of paperwork for accuracy and completeness
- Acts as a liaison between the investment executive and clearing firm, fund company, and carrier to allow transactions to flow without interruption or delay
- Maintains electronic client files and documentation on proprietary web-based software
- Provides the highest level of service and responsiveness to customers
- Ensures client satisfaction continues to be a distinguishing selling point for Osaic Institutions in the market space
- Suggests and implements new policies and procedures based on business and regulatory changes
Required Qualifications:
- Minimum of high school diploma or equivalent is required
- Strong verbal and written communication skills
- Client service oriented
- Ability to quickly learn and apply new information
- Ability to handle multiple tasks simultaneously
- Detail-oriented
- Excellent organizational skills
- Ability to work independently
- Excellent problem-solving skills
- Time management skills
Preferred Qualifications:
- Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree
- FINRA Series 7 License
- Prior customer service experience
- Financial services experience
Required Skills: FINRA Series 7 License, Financial Services
Benefits: Annual performance-based bonus, Health, vision, dental insurance, 401k, Paid time away, Volunteer days
Benefits
Annual performance-based bonus
Health, vision, dental insurance
401k
Paid time away
Volunteer days