Service Success Specialist

Osaic

Atlanta, GA, US
Base: $60,000-$63,000 py; bonus: annual performanc...
Hybrid (minimum 4 days in the office)
1-2 years osaic advisor support experience
2-3 years industry experience
Knowledge of securities practices
Osaic is seeking a Service Success Specialist to provide support to Advisor Support Service Professionals, addressing procedural questions and resolving issues through various communication channels. This hybrid position requires a minimum of four days per week in the office and offers a competitive salary and benefits

Job Summary

  • The primary responsibility is to serve as the main point of contact for Advisor Support Service Professionals by addressing procedural questions and resolving issues.
  • The position requires a hybrid work schedule with a minimum of 4 days weekly in the office at one of the specified hub locations.
  • Compensation includes an annual salary between $60,000 and $63,000 plus an annual performance-based bonus.

Matching Summary

Match Score: 75

Osaic is seeking a Service Success Specialist to provide support to Advisor Support Service Professionals, addressing procedural questions and resolving issues through various communication channels. This hybrid position requires a minimum of four days per week in the office and offers a competitive salary and benefits.

Salary

Base: $60,000-$63,000 per year; Bonus: Annual performance-based bonus; Benefits: Health, vision, dental insurance, 401k, paid time away, volunteer days

Skills & Requirements

Must-have

  • 1-2 years Osaic Advisor Support experience
  • 2-3 years industry experience
  • Knowledge of securities practices
  • Hybrid work schedule availability
  • Located in Atlanta, La Vista, Scottsdale, or St. Petersburg

Nice-to-have

  • Strong communication skills
  • Proactive problem solving
  • Subject matter expertise
  • Trend identification abilities
  • Positive professional attitude

Key Requirements

  • Bachelor's degree preferred or equivalent experience
  • FINRA Licensed (Preferred)
  • Advanced knowledge of eQuipt (Preferred)

Work Rights

Not specified

Tailored Resume

Cover Letter