Client Support Specialist

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 a full-time, non-exempt position in La Vista, Nebraska, with a hybrid schedule of at least 4 days per week in the office.

Key responsibilities

• Answer inbound calls from clients courteously, professionally and on time, and respond to questions about accounts, products, services and procedures
• Research and resolve issues efficiently, escalating complex matters as needed, and document all interactions 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 inform clients of missing information or required corrections
• Adhere to company policies, regulatory requirements and data privacy standards, and maintain accuracy and attention to detail
• Take part in ongoing training and work with internal teams to improve service delivery
• Identify trends or recurring issues and give feedback to leadership

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

• Salary of $45,000-$48,000 per year plus an annual performance-based bonus
• Health, vision and dental insurance, 401k, paid time away and volunteer days