Client Support Specialist
Core
Answer inbound client calls, process service forms, and resolve account inquiries for financial services clients.
Role type
Entry-level Client Support Representative
Builds
Client service experience and operational knowledge for Osaic's house account clients
Domain
Financial Services / Brokerage
Deliverable
client delivery
Required skills
Phone communication, form processing, data entry, policy interpretation, issue escalation, Microsoft Office proficiency
Preferred skills
FINRA Series 7 license, FINRA SIE exam, brokerage experience, Bachelor's degree in 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, full-time non-exempt