Client Support Specialist
Core
Respond to inbound phone inquiries and process service-related forms for Osaic's house account clients.
Role type
Client Support Representative
Builds
Service support for financial professionals
Domain
Financial Services
Deliverable
client delivery
Required skills
inbound call handling, form processing, issue resolution, internal system documentation, policy interpretation, Microsoft Office proficiency
Preferred skills
brokerage experience, FINRA SIE exam, FINRA Series 7, Bachelor's degree in business or Finance
Technologies
Windows, Microsoft Excel, Microsoft Word, Microsoft Outlook
Responsibilities
Answer inbound client calls, process and verify service forms, research and resolve account issues, document interactions in internal systems, adhere to regulatory and data privacy standards
Seniority
Entry-level to Junior
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