Client Support Representative

Location(s): Atlanta, GA – 2300 Windy Ridge Pkwy SE, Suite 750; La Vista, NE – 12325 Port Grace Blvd; Oakdale, MN – 7755 3rd St. N; Scottsdale, AZ – 18700 N Hayden Rd, Suite 255. Hybrid schedule requiring a minimum of 4 days weekly in the office; applicants must be located at one of these hubs.

About the role

Osaic’s Client Support team provides high-quality support to Osaic house account clients by responding to inbound phone inquiries and accurately processing service-related forms and documentation. Starting your career within Osaic’s Service Call Center offers a strong foundation for long-term growth, hands-on experience, ongoing training, and exposure to multiple areas of the business. As you develop your skills, you’ll have opportunities to expand responsibilities and explore diverse career paths across Osaic.

Responsibilities

• Answer inbound calls from clients in a courteous, professional, and timely manner; respond to questions regarding accounts, products, services, and procedures.
• Research and resolve issues efficiently, escalating complex matters as needed; document all interactions accurately in internal systems.
• Review, verify, and process service forms and requests submitted by clients’ financial professionals following established workflows and service-level agreements.
• Communicate with clients regarding missing information or required corrections.
• Adhere to company policies, regulatory requirements, and data privacy standards; maintain accuracy and attention to detail in all customer interactions and transactions.
• Participate in ongoing training to stay current on products, systems, and procedures.
• Work closely with internal teams to resolve inquiries and improve service delivery; identify trends or recurring issues and provide feedback to leadership.
• Contribute to a positive team environment and customer-focused culture.

Requirements

• High School Diploma or equivalent (GED) required.
• Minimum 1 year providing customer service, including proven results in bringing solutions to challenging issues.
• Proficient with Windows, Microsoft Excel, Word, Outlook, and Internet.
• Ability to verbally communicate effectively with advisors regarding service issues.
• Ability to read and interpret company policies, operations manuals, Pershing manuals, and technical guides.
• Customer-focused mindset with strong attention to detail and accuracy.
• Problem-solving and critical-thinking skills; time management and organizational skills.
• Motivated to grow a career in the Financial Services industry.

Preferred Qualifications

• Minimum 1 year of brokerage experience.
• Completion of the FINRA SIE exam.
• FINRA Series 7.
• Bachelor’s degree in business, Finance, or related field.
• Prior experience or exposure in: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, or Back Office Operations.

Pay

$50,000 - $55,000 per year plus annual performance-based bonus. Actual compensation offered will be determined individually based on location, skills, licensure, experience, and education.

Benefits

• Health, vision, and dental insurance.
• 401k retirement plan.
• Paid time away and volunteer days.
• Additional benefits available; view details at Osaic Benefits.