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 guarantee execution accuracy and adherence to market deadlines.

• Support the account opening process.

• Conduct initial checks of documentation for accuracy and completeness.

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

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

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

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

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

• Engage directly with over 11,000 Financial Professionals nationwide, assisting in the growth and support of their firms.

⛳️ Requirements

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

• Strong verbal and written communication abilities.

• Client service-oriented mindset.

• Capacity to quickly learn and apply new information.

• Ability to manage multiple tasks concurrently.

• Detail-oriented approach.

• Excellent organizational skills.

• Ability to work independently.

• Outstanding problem-solving skills.

• Proficient time management skills.

• FINRA Series 7 License (preferred).

• Previous customer service experience (preferred).

• Experience in financial services (preferred).

🏝️ Benefits

• Annual performance-based bonus.

• Health insurance.

• Vision insurance.

• Dental insurance.

• 401(k) plan.

• Paid time away.

• Volunteer days.