[Remote] Client Service Representative

Note: The job is a remote job and is open to candidates in USA. Osaic is a financial services company seeking a Client Service Representative to engage directly with over 11,000 Financial Professionals across the country. This role involves performing a variety of administrative and sales support activities, ensuring best-in-class service and responsiveness to clients.

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

Skills

• High School Diploma or equivalent (GED) 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
• 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

Benefits

• Health, vision, dental insurance
• 401k
• Paid time away
• Volunteer days

Company Overview