Client Support Representative

Current Employees and Contractors Apply Here Osaic Careers Customer Service Opportunity in Financial Services

Client Support Representative

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time, Non-Exempt

Salary: $50,000 - $55,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.

Summary:

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. Our ideal candidate is excited to support the thriving businesses of Osaic’s clients, acting as a key point of contact for their office.

Starting your career within Osaic’s Service Call Center provides a strong foundation for long-term growth within the firm. In this role, you’ll build a deep base of knowledge by supporting clients, learning core service processes, and developing expertise across Osaic’s platforms, products, and policies. The Service Call Center is designed as an entry point to the organization, offering hands-on experience, ongoing training, and exposure to multiple areas of the business. As you develop your skills and discover your strengths, you’ll have opportunities to expand your responsibilities and explore diverse career paths across Osaic, shaping a future that aligns with your ambitions and potential.

Education Requirements:

High School Diploma or equivalent (GED) required

Responsibilities:

Customer Support & Phone Inquiries

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

Form Processing & Administrative Support

Review, verify, and process service forms and requests submitted by clients financial professionals

Follow established workflows and service-level agreements to meet turnaround time expectations

Communicate with clients regarding missing information or required corrections

Quality & Compliance

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

Collaboration & Continuous Improvement

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

Basic Requirements:

Customer-focused mindset

Attention to detail and accuracy

Problem-solving and critical-thinking skills

Time management and organizational skills

Motivated individuals looking to grow a career in the Financial Services industry

Minimum 1 year providing customer service; including, proven results in bringing solutions to challenging issues experience

Proficient with Windows Microsoft Excel, Word, Outlook and Internet

Ability to verbally communicate effectively with the Advisors regarding service issues

Ability to read & interpret company policies, operations manuals, Pershing manuals, & technical guides

Preferred Requirements:

Minimum 1 years’ experience of brokerage experience

Completion of the FINRA SIE exam

FINRA Series 7

Bachelor’s degree in business, Finance or related field is preferred

Prior Experience or Exposure Including: 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, Back Office Operations

Current Employees and Contractors Apply Here