Client Service Representative - Osaic
Meriden, CT
About the Job
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
Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
EligibilityApplicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified ApplicationsOsaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting AgenciesOsaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.