Client Services Representative

This is a fully remote position, open to applicants in Connecticut, +1 more state.

📋 Description

• Address the needs, concerns, and inquiries of investment executives and clients.

• Adhere to established policies and procedures to ensure timely and accurate execution regarding market deadlines.

• Aid in the account opening process.

• Conduct initial checks of documentation for precision and completeness.

• Act as a liaison between the investment executive and clearing firm, fund company, and carrier to ensure smooth transactions.

• Maintain electronic client records and documentation using proprietary web-based software.

• Deliver the highest level of service and responsiveness to clients.

• Ensure that client satisfaction remains a key competitive advantage for Osaic Institutions.

• Propose and implement new policies and procedures in response to business and regulatory changes.

⛳️ Requirements

• A minimum of a high school diploma or equivalent is mandatory.

• Strong verbal and written communication abilities.

• A client service-oriented mindset.

• Capability to swiftly learn and apply new information.

• Proficient in managing multiple tasks concurrently.

• Detail-oriented with a strong focus.

• Exceptional organizational skills.

• Ability to work independently.

• Strong problem-solving capabilities.

• Effective time management skills.

• FINRA Series 7 License is preferred.

• Previous customer service experience is preferred.

• Experience in financial services is preferred.

🏝️ Benefits

• Annual performance-based bonus.

• Health insurance.

• Vision insurance.

• Dental insurance.

• 401(k) plan.

• Paid time away.

• Volunteer days.