Advisor Support Representative
Core
Responding to inbound phone inquiries from financial professionals and processing service-related forms and documentation.
Role type
Entry-level customer support representative
Builds
Service support for Osaic's Financial Professionals
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
inbound call handling, form verification, regulatory compliance adherence, internal system documentation, policy interpretation, Microsoft Office proficiency
Preferred skills
FINRA SIE exam completion, FINRA Series 7 license, Envestnet platform experience, brokerage experience, Bachelor's degree in Finance
Technologies
Windows, Microsoft Excel, Microsoft Word, Microsoft Outlook
Responsibilities
Answer inbound calls regarding accounts and products, review and process service forms, adhere to regulatory requirements, document interactions in internal systems, communicate with professionals about missing information
Seniority
Entry-level, new graduate friendly