Client Services Representative
Core
Client-facing representative supporting over 11,000 Financial Professionals by handling account openings, transaction processing, and operational inquiries.
Role type
Client Services Representative
Builds
Operational and transactional support for Osaic Institutions clients
Domain
Financial Services
Deliverable
client delivery
Required skills
Verbal and written communication, client service orientation, multitasking, detail-oriented work, organizational skills, problem-solving, time management
Preferred skills
FINRA Series 7 License, prior customer service experience, financial services experience
Responsibilities
Respond to investment executive and client needs, assist in account opening process, check paperwork for accuracy, act as liaison between investment executive and clearing firm/fund/carrier, maintain electronic client files, suggest and implement new policies based on regulatory changes
Seniority
Individual Contributor