Client Service Assistant

About the role

Osaic is hiring a full-time Client Service Assistant in Morgantown, West Virginia, who combines client service, administrative assistance and financial planning support. The role supports clients, advisors and firm leadership, coordinates advisor activities and helps deliver an exceptional client experience.

Key responsibilities

• Serve as a primary point of contact for client service requests, by phone, email and in person, and support onboarding, account servicing and routine service requests.
• Prepare client meeting materials, coordinate scheduling and logistics, and follow up after meetings.
• Provide administrative and operational support to advisors across client service, financial planning, investment and insurance processing.
• Review and process client documentation for completeness, accuracy and compliance, and track workflows, deadlines and outstanding items.
• Maintain accurate client records in CRM, custodial, recordkeeping and firm systems, and coordinate with custodians and product partners.
• Manage advisor calendars, correspondence, reports, meeting files and action items, and help with client appreciation events.
• Support financial planning: gather and maintain client financial data, prepare plans, projections, illustrations and presentations, conduct research on strategies and investments, and track recommendations.

Required profile

• High school diploma or equivalent; a bachelor's degree is preferred, but significant practical experience may be considered in its place.
• At least 3 years of experience in financial services, preferably in client service, operations, executive support, paraplanning or wealth management support.
• Strong customer focus, excellent verbal and written communication, organization, attention to detail and discretion with confidential information.

Required skills

• Proficiency with CRM systems, financial planning software, document management systems, video meeting tools and Microsoft Office or equivalent.

What we offer

• Salary of $40,000 - $55,000 per year plus an annual performance-based bonus.
• Health, vision and dental insurance, 401k, paid time away, volunteer days and more.