Advisor Support Representative

Customer Service Opportunity in Financial Services Advisor Support Representative New Graduates Will Be Considered Location(s) 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 requires a minimum of four (4) days per week working in the office. Applicants must be able to meet this in‑office attendance requirement based on an assigned schedule, regardless of commuting distance or personal travel time to the designated office location. Osaic is not considering remote candidates at this time Role Type: Full-time, Non-Exempt Schedule: Shift schedules are aligned to time zones for service however some flexibility may be required. The schedule for training may be different than your ultimate assigned schedule. Salary: $45,000-$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 Advisor Support team provides high‑quality support to financial professionals 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 Financial Professionals, 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 advisors and their teams, 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 financial professionals 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 financial professionals. Follow established workflows and service‑level agreements to meet turnaround time expectations. Communicate with financial professionals 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, & technical guides. Preferred Requirements For new graduates: internship, co‑op experience, prior work experience. 1 year’s experience of brokerage experience. Completion of the FINRA SIE exam. FINRA Series 7. Experience with Envestnet / Wealth Management Platform. Bachelor’s degree in business, Finance or related field. 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. 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 Advisor Group