[Remote] Client Service Representative

Note: The job is a remote job and is open to candidates in USA. Osaic is a financial services company seeking a Client Service Representative to engage directly with over 11,000 Financial Professionals across the country. This role involves performing a variety of administrative and sales support activities, ensuring best-in-class service and responsiveness to clients. Responsibilities Respond to Investment executive and client needs, concerns, and questions Responsible for attention to established policies and procedures to ensure accuracy of execution and timeliness with respect to market deadlines Assist in the account opening process Performs initial check of paperwork for accuracy and completeness Acts as a liaison between the investment executive and clearing firm, fund company, and carrier to allow transactions to flow without interruption or delay Maintains electronic client files and documentation on proprietary web-based software Provides the highest level of service and responsiveness to customers Ensures client satisfaction continues to be a distinguishing selling point for Osaic Institutions in the market space Suggests and implements new policies and procedures based on business and regulatory changes Skills High School Diploma or equivalent (GED) required Strong verbal and written communication skills Client service oriented Ability to quickly learn and apply new information Ability to handle multiple tasks simultaneously Detail-oriented Excellent organizational skills Ability to work independently Excellent problem-solving skills Time management skills Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree FINRA Series 7 License Prior customer service experience Financial services experience Benefits Health, vision, dental insurance 401k Paid time away Volunteer days Company Overview Osaic provides the support, resources, and community designed for the future of wealth management. It was founded in 2016, and is headquartered in Phoenix, Arizona, USA, with a workforce of 1001-5000 employees. Its website is