Client Support Representative

About the role

Osaic's Client Support team supports its house account clients by answering inbound phone inquiries and accurately processing service-related forms and documentation. The role is an entry point into the firm's Service Call Center, where you build knowledge of core service processes and the firm's platforms, products and policies. It is full-time, non-exempt, with a salary of $50,000-$55,000 per year plus an annual performance-based bonus; actual pay depends on location, skills, licensure, experience and education.

The company works from a hybrid schedule of at least 4 days per week in the office, so applicants must live near one of the listed hubs (Atlanta, La Vista, Oakdale or Scottsdale) and be willing to follow it.

Key responsibilities

• Answer inbound calls courteously, professionally and on time, and research and resolve issues, 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
• Follow workflows and service-level agreements to meet turnaround times, and tell 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 trends and recurring issues

Required profile

• High school diploma or equivalent (GED)
• At least 1 year of customer service experience, including solving challenging issues
• Customer-focused mindset, attention to detail, problem-solving, time management and organizational skills
• Ability to communicate verbally with advisors about service issues and to read and interpret company policies, operations manuals, Pershing manuals and technical guides
• Preferred: 1 year of brokerage experience, FINRA SIE exam completion, FINRA Series 7, and a bachelor's degree in business, finance or a related field

Required skills

• Proficiency with Windows, Microsoft Excel, Word and Outlook
• Internet use

What we offer

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