Answer inbound phone inquiries from financial professionals
Review and process service forms accurately
Adhere to regulatory compliance and data privacy standards
Osaic is seeking an Advisor Support Representative to provide high-quality customer service to financial professionals in a hybrid work environment. The ideal candidate should have a customer-focused mindset, strong problem-solving skills, and at least one year of customer service experience. This role offers a starting salary of $45,000 to $55,000, with opportunities for career growth and various employee benefits
Job Summary
Osaic's Advisor Support team provides high-quality support to financial professionals by responding to inbound phone inquiries and processing service-related forms.
The role requires a hybrid schedule with a minimum of 4 days weekly in the office at one of the specified hubs.
Employees receive competitive compensation including an annual performance-based bonus, health insurance, 401k, and paid time away.
Matching Summary
Match Score: 75
Osaic is seeking an Advisor Support Representative to provide high-quality customer service to financial professionals in a hybrid work environment. The ideal candidate should have a customer-focused mindset, strong problem-solving skills, and at least one year of customer service experience. This role offers a starting salary of $45,000 to $55,000, with opportunities for career growth and various employee benefits.