Client Service Representative

Client Service Opportunity in Financial Services

Client Service Representative

Location(s): 538 Preston Ave. | Meriden, CT 06450

Osaic has returned to a hybrid work schedule, so we are seeking candidates willing to work a split schedule between home and the office.

Role Type: Full time

Salary: $35,000 - $45,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits

Summary:

Responsible for performing a variety of administrative and sales support activities for Osaic Institutions clients in conformance with established Osaic Institutions objectives, policies, and procedures.

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.

Education Requirements:

• High School Diploma or equivalent (GED) required.

Basic Requirements:

• 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

Preferred Requirements:

• FINRA Series 7 License

• Prior customer service experience

• Financial services experience