About this opportunity
Osaic lists this Client Support Specialist opportunity in la vista, Nebraska. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Current Employees and Contractors Apply Here
Osaic Careers
Customer Service Opportunity in Financial Services
Client Support Representative
Location(s):
La Vista:12325 Port Grace Blvd, La Vista, NE 68128
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: $45,000-$48,000 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'sClient Supportteamprovides 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 ofOsaic'sclients,actingas a key point of contactfor their office.
Starting your careerwithinOsaic'sService Call Center providesa strong foundationfor long-term growth within the firm. In this role,you'llbuild a deep base of knowledge by supporting clients, learning core service processes, and developingexpertiseacrossOsaic'splatforms, 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'llhave opportunities to expand your responsibilities and explore diverse career paths acrossOsaic, 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, andtimelymanner
Respond to questionsregardingaccounts, 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 requestssubmittedby clients financial professionals
Follow established workflows and service-level agreements to meet turnaround time expectations
Communicate with clients regardingmissing 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
Workcloselywith internal teams to resolve inquiries and improve service delivery
Identifytrends 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
Minimum1year providing customer service; including, proven results in bringing solutions to challenging issues experience
Proficient with Windows Microsoft Excel, Word,Outlookand Internet
Ability to verbally communicate effectively with the Advisorsregardingservice 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
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.