Client Service Representative

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