Advisor Support Representative

Posted 3 days ago

osaicScottsdale (AZ)

Customer Service Representatives Telemarketing Bureaus and Other Contact Centers

SENIORITY

Junior

SALARY

$45,000-$55,000 per year

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About the role

Osaic Careers Customer Service Opportunity in Financial Services Advisor Support Representative New Graduates Will Be Considered

Locations: La Vista: 12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Osaic requires a minimum of four (4) days per week working in the office. Applicants must be able to meet this in-office attendance requirement based on an assigned schedule, regardless of your commuting distance or personal travel time to the designated office location. Osaic is not considering remote candidates at this time. Role Type: Full-time, Non-Exempt

Schedule: Shift schedules are aligned to time zones for service however some flexibility may be required. The schedule for training may be different than your ultimate assigned schedule.

Salary: $45,000-$55,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days, and much more.

Summary: Osaic's Advisor Support team provides high-quality support to financial professionals by responding to inbound phone inquiries and accurately processing service-related forms and documentation. Our ideal candidate is excited to support the thriving businesses of Osaic's Financial Professionals, acting as a key point of contact for their office. Starting your career within Osaic's Service Call Center provides a strong foundation for long-term growth within the firm. In this role, you'll build a deep base of knowledge by supporting advisors and their teams, learning core service processes, and developing expertise across Osaic's platforms, products, and policies. The Service Call Center is designed as an entry point to the organization, offering hands-on experience, ongoing training, and exposure to multiple areas of the business. As you develop your skills and discover your strengths, you'll have opportunities to expand your responsibilities and explore diverse career paths across Osaic, shaping a future that aligns with your ambitions and potential.

Education Requirements: High School Diploma or equivalent (GED) required

Responsibilities:

Customer Support & Phone Inquiries
Answer inbound calls from financial professionals in a courteous, professional, and timely manner
Respond to questions regarding accounts, products, services, and procedures
Research and resolve issues efficiently, escalating complex matters as needed
Document all interactions accurately in internal systems
Form Processing & Administrative Support
Review, verify, and process service forms and requests submitted by financial professionals
Follow established workflows and service-level agreements to meet turnaround time expectations
Communicate with financial professionals regarding missing information or required corrections
Quality & Compliance
Adhere to company policies, regulatory requirements, and data privacy standards
Maintain accuracy and attention to detail in all customer interactions and transactions
Participate in ongoing training to stay current on products, systems, and procedures
Collaboration & Continuous Improvement
Work closely with internal teams to resolve inquiries and improve service delivery
Identify trends or recurring issues and provide feedback to leadership
Contribute to a positive team environment and customer-focused culture

Basic Requirements:

Customer-focused mindset
Attention to detail and accuracy
Problem-solving and critical-thinking skills
Time management and organizational skills
Motivated individuals looking to grow a career in the Financial Services industry
Minimum 1 year providing customer service; including, proven results in bringing solutions to challenging issues experience
Proficient with Windows Microsoft Excel, Word, Outlook and Internet
Ability to verbally communicate effectively with the Advisors regarding service issues
Ability to read & interpret company policies, operations manuals, & technical guides

Preferred Requirements:

For new graduates: internship, co-op experience, prior work experience 1 years' experience of brokerage experience
Completion of the FINRA SIE examFINRA Series 7Experience with Envestnet / Wealth Management Platform
Bachelor's degree in business, Finance or related field

Prior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations

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