Osaic · 1 day ago
Operations Processing Specialist
Atlanta, GA
Full-time
Hybrid
Entry, Mid Level
$52K/yr - $54K/yr
2+ years expOsaic is a company that offers customer service opportunities in financial services. The Operations Processing Specialist will conduct reviews of transactions, verify client authorization for disbursement requests, and maintain records of client interactions while ensuring effective communication with financial professionals.
Business DevelopmentFinancial ServicesWealth Management
Responsibilities
Analyze account activity and responses from clients to spot anomalies or patterns that might point to fraud
Facilitate communication with clients via phone or text message when applicable
Facilitate communication with financial professionals when assistance is needed with contacting the client
Confidently validate the identity of the clients
Able to identify keywords or phrases that may indicate fraudulent activity and know when to escalate to AML, CIU, or Elder Issues
Manage incoming calls, outgoing calls, and the voicemail system while splitting duty for both
Handle the verification process each day using dependable and repeatable procedures
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 the manager only when appropriate
All other duties as assigned
Qualification
Required
Minimum of high school diploma or equivalent is required
2+ years of customer service or contact center experience
Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint
Excellent communication & organizational skills
Ability to thrive in a fast paced, entrepreneurial environment
STRONG customer focus orientation
High attention to detail, analytical mindset, and problem-solving skills
Be able to work independently and maintain high levels of quality
Ability to work and remain focused under pressure
Ability to participate and contribute in a team environment
Ability to work additional hours as needed
Preferred
Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree
2+ years' experience in financial services operations or broker-dealer setting
Bachelor's Degree in Business, Finance or related field is preferred
CRM experience / Salesforce experience
Completion of FINRA SIE exam
Benefits
Health, vision, dental insurance
401k
Paid time away
Volunteer days
And much more
Company
Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jamie Price
Chief Executive Officer
Kristy Britt
CFO
Recent News
2026-01-23
Investment News
2026-01-22
Company data provided by crunchbase