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Osaic · 2 days ago

Advisor Support Representative

La Vista

Full-time

Hybrid

Entry Level

$45K/yr - $55K/yr

2+ years exp

Osaic is a customer service organization in financial services, seeking an Advisor Support Representative to engage directly with over 11,000 Financial Professionals. The role involves providing education, support, and service while navigating operational and transition activities.

Business DevelopmentFinancial ServicesWealth Management

Responsibilities

Provide best-in-class education, service, and support for our network of Financial Professionals by answering questions and researching issues

Learn and support various financial products

Accurately define nature of call and determine Financial Professional's needs

Support internal teams on financial transaction, account maintenance, new accounts, transfers, and other activities

Use of various software / financial platforms

Actively support the departmental goals by staying attentive to the phone system queues

Perform required duties within internal applications as appropriate, with high attention to detail and quality

Create a strong working relationship with customers and internal teams

Demonstrates the ability to reach decisions promptly and implement appropriate action, deferring to manager only when appropriate

Educate customers where to find online information All other duties as assigned

Qualification

Customer service experienceFinancial services knowledgeCRM experienceMicrosoft Office proficiencyAttention to detailCommunication skillsOrganizational skillsProblem-solving skillsTeam collaborationSelf-motivated