Client Service Representative

Osaic Institutions

Connecticut, US
Base: $45,000.00 py; bonus: annual performance-bas...
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Strong verbal and written communication skills
Ability to handle multiple tasks simultaneously
Detail-oriented with excellent organizational skills
** Osaic Institutions is seeking a Client Service Representative to provide exceptional customer support to financial professionals. The role is fully remote and involves handling administrative and sales support tasks, ensuring efficient service delivery while maintaining compliance with established policies. **

Job Summary

  • You will engage directly with over 11,000 Financial Professionals to help grow and support their firms.
  • The role involves performing administrative and sales support activities while ensuring accuracy of execution and timeliness with respect to market deadlines.
  • Competitive compensation includes a base salary of $45,000 per year plus an annual performance-based bonus and comprehensive benefits like health insurance and 401k.

Matching Summary

Match Score: 75

** Osaic Institutions is seeking a Client Service Representative to provide exceptional customer support to financial professionals. The role is fully remote and involves handling administrative and sales support tasks, ensuring efficient service delivery while maintaining compliance with established policies. **

Salary

Base: $45,000.00 per year; Bonus: Annual performance-based bonus; Benefits: Health, vision, dental, 401k, paid time away, volunteer days

Skills & Requirements

Must-have

  • Strong verbal and written communication skills
  • Ability to handle multiple tasks simultaneously
  • Detail-oriented with excellent organizational skills

Nice-to-have

  • Collaborative and entrepreneurial approach
  • Problem-solving skills in financial context
  • Time management skills for market deadlines

Key Requirements

  • High School Diploma or equivalent required
  • FINRA Series 7 License preferred
  • Prior customer service experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter