REMOTE! CLIENT SERVICE REP

Current Employees and Contractors Apply Here
Customer Service Opportunity in Financial Services
Client Services Representative
CT/Remote
Role Type: Full-time, Non-Exempt
Salary: 45,000.00 - $48,000 per year + annual performance-based bonus
Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. 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.
Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
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.
Maintains electronic client files and documentation on proprietary web-based software.
Provides the highest level of service and responsiveness to customers.
Suggests and implements new policies and procedures based on business and regulatory changes.
High School Diploma or equivalent (GED) required.

Client service oriented
Prior customer service experience
Financial services experience
Current Employees and Contractors Apply Here