Client Service Representative

Osaic

CT, US
Base: 45,000.00 py; bonus/equity: annual performan...
On-site
Client service oriented
Handle multiple tasks simultaneously
Attention to established policies and procedures
Osaic is seeking a Client Service Representative to join their customer-facing organization, primarily supporting over 11,000 Financial Professionals across the country. The role involves providing exceptional service, handling operational and transactional activities, and requires strong communication and organizational skills

Job Summary

  • Engage directly with customers – over 11,000 Financial Professionals across the country, helping grow and support their firms.
  • Responsible for performing a variety of administrative and sales support activities for Osaic Institutions clients in conformance with established objectives, policies, and procedures.
  • Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more.

Matching Summary

Match Score: 75

Osaic is seeking a Client Service Representative to join their customer-facing organization, primarily supporting over 11,000 Financial Professionals across the country. The role involves providing exceptional service, handling operational and transactional activities, and requires strong communication and organizational skills.

Salary

Base: 45,000.00 per year; Bonus/Equity: annual performance-based bonus; Benefits: health, vision, dental insurance, 401k, paid time away, volunteer days and much more

Skills & Requirements

Must-have

  • Client service oriented
  • Handle multiple tasks simultaneously
  • Attention to established policies and procedures

Nice-to-have

  • Collaborative and entrepreneurial approach
  • Suggests and implements new policies

Key Requirements

  • High school diploma or equivalent (GED) required
  • FINRA Series 7 License preferred
  • Prior customer service experience preferred
  • Financial services experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter