This job offer is no longer available
Client Service Representative
Osaic
- New York, New York, United States
- New York, New York, United States
About
Role Type: Full-time, Non-Exempt
Salary: $45,000 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 As a member of our customer-facing organization, you will engage directly with our customers – over 11,000 Financial Professionals across the country, helping grow and support their firms. As part of the Advisor Services team in the broader Operations and Technology Solutions organization, you will work closely with other team members in all aspects of operational and transactional activities through both phone and processing. Responsible for performing a variety of administrative and sales support activities for Osaic Institutions clients in conformance with established Osaic Institutions objectives, policies, and procedures. A collaborative and entrepreneurial approach will drive success as you learn and navigate all aspects of Financial Professional support. Your contributions will ensure that our Financial Professionals get best‑in‑class service in every interaction with Osaic.
Education Requirements Bachelor’s degree preferred; high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of a high school diploma or equivalent is required.
Responsibilities
Respond to Investment executive and client needs, concerns, and questions.
Responsible for attention to established policies and procedures to ensure accuracy of execution and timeliness with respect to market deadlines.
Assist in the account opening process.
Perform initial check of paperwork for accuracy and completeness.
Act as a liaison between the investment executive and clearing firm, fund company, and carrier to allow transactions to flow without interruption or delay.
Maintain electronic client files and documentation on proprietary web‑based software.
Provide the highest level of service and responsiveness to customers.
Ensure client satisfaction continues to be a distinguishing selling point for Osaic Institutions in the market space.
Suggest and implement new policies and procedures based on business and regulatory changes.
Basic Requirements
Strong verbal and written communication skills
Client service oriented
Ability to quickly learn and apply new information
Ability to handle multiple tasks simultaneously
Detail‑oriented
Excellent organizational skills
Ability to work independently
Excellent problem‑solving skills
Time management skills
Preferred Requirements
FINRA Series 7 License
Prior customer service experience
Financial services experience
Equal Opportunity Employer
Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility
Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified Applications
Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies
Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
#J-18808-Ljbffr
Languages
- English
Notice for Users
This job was posted by one of our partners. You can view the original job source here.