Osaic is seeking an Investment Advisory Operations Specialist to join their team, focusing on providing exceptional service and support for advisory accounts. The position requires a minimum of two years of experience in financial services operations and customer service, with a strong emphasis on communication and problem-solving skills
Job Summary
Provide leading service and support experiences for advisors by answering questions, researching issues, and completing transactions.
Support investment advisory needs across channels with product, platform, and process knowledge, processing work items and requests.
Assist with navigation in advisory platforms including Envestnet (WMP), and core business platforms including IWS & NFS (Wealthscape).
Matching Summary
Match Score: 75
Osaic is seeking an Investment Advisory Operations Specialist to join their team, focusing on providing exceptional service and support for advisory accounts. The position requires a minimum of two years of experience in financial services operations and customer service, with a strong emphasis on communication and problem-solving skills.
Salary
$48,000 - $52,000 per year; annual performance-based bonus; health, vision, dental insurance, 401k, paid time away, volunteer days
Skills & Requirements
Must-have
Financial services operations experience
Customer service operation experience
Microsoft Office Suite proficiency
Excellent communication skills
High attention to detail
Nice-to-have
Friendly and professional demeanor
Quick learner with technical skills
Strong customer focus orientation
Analytical mindset
Ability to work independently and in a team
Key Requirements
2+ years of experience in financial services operations
2+ years in a customer service operation or contact center
Bachelor's degree preferred or equivalent experience