Advisor Support Representative

About the role

Osaic's Advisor Support team supports financial professionals by answering inbound phone calls and processing service-related forms and documentation. The role is an entry point into the firm, with hands-on experience, ongoing training and opportunities to grow across Osaic's platforms, products and policies. It is a full-time, non-exempt position with a minimum of four days per week in the office; remote candidates are not considered.

Key responsibilities

• Answer inbound calls from financial professionals courteously and professionally, covering accounts, products, services and procedures
• Research and resolve issues, escalating complex matters as needed, and document interactions in internal systems
• Review, verify and process service forms and requests, following workflows and service-level agreements
• Communicate with clients about missing information or required corrections
• Follow company policies, regulatory requirements and data privacy standards, and take part in ongoing training
• Work with internal teams to improve service delivery and share feedback on recurring issues

Required profile

• High school diploma or equivalent (GED)
• At least 1 year of customer service experience
• Customer-focused, accurate and organized, with problem-solving and time-management skills
• Ability to communicate verbally with advisors and read and interpret policies, manuals and technical guides
• Preferred: 1 year of brokerage experience, completion of the FINRA SIE exam, FINRA Series 7, and a Bachelor's degree in business, finance or a related field

Required skills

• Proficiency with Windows, Microsoft Excel, Word, Outlook and the Internet
• Preferred: experience with the Envestnet / Wealth Management platform

What we offer

• Salary of $45,000-$55,000 per year plus an annual performance-based bonus
• Health, vision and dental insurance, 401k, paid time away and volunteer days
• Training and career development within the financial services industry