Client Service Representative jobs in United States
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Osaic · 1 day ago

Client Service Representative

positionOakdale, MN
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$45K/yr - $45K/yr

Osaic is a company focusing on customer service in the financial services sector, and they are seeking a Client Service Representative. In this role, you will engage directly with financial professionals, providing administrative and sales support while ensuring best-in-class service.

Business DevelopmentFinancial ServicesWealth Management

Responsibilities

Respond to Investment executive and client needs, concerns, and questions
Responsible for attention to established policies and procedures to ensure accuracy of execution and timeliness with respect to market deadlines
Assist in the account opening process
Performs initial check of paperwork for accuracy and completeness
Acts as a liaison between the investment executive and clearing firm, fund company, and carrier to allow transactions to flow without interruption or delay
Maintains electronic client files and documentation on proprietary web-based software
Provides the highest level of service and responsiveness to customers
Ensures client satisfaction continues to be a distinguishing selling point for Osaic Institutions in the market space
Suggests and implements new policies and procedures based on business and regulatory changes

Qualification

FINRA Series 7 LicenseFinancial services experienceCustomer service experienceHandle multiple tasksQuickly learnVerbal communicationWritten communicationDetail-orientedOrganizational skillsProblem-solving skillsTime management skillsWork independently

Required

High School Diploma or equivalent (GED) required
Strong verbal and written communication skills
Client service oriented
Ability to quickly learn and apply new information
Ability to handle multiple tasks simultaneously
Detail-oriented
Excellent organizational skills
Ability to work independently
Excellent problem-solving skills
Time management skills

Preferred

Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree
FINRA Series 7 License
Prior customer service experience
Financial services experience

Benefits

Health, vision, dental insurance
401k
Paid time away
Volunteer days
And much more

Company

Osaic

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Glassdoor3.7
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Osaic provides the support, resources, and community designed for the future of wealth management.
dateFounded in 2016
location
Phoenix, Arizona, USA
people-size1001-5000 employees
web-link
https://osaic.com/

Funding

Current Stage
Late Stage

Leadership Team

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Jamie Price
Chief Executive Officer
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Kristy Britt
CFO
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Recent News

Investment News
FINRA bars ex-Arkadios, Osaic broker at center of conflict of interest claims.
2026-01-23
Investment News
Merchant adds Osaic's data chief for new C-suite role
2026-01-22
Business Wire
Osaic Deepens Commitment to Advisor Development with Enhanced Wealth Advisor Academy and Financial Planning Jump Start Programs
2026-01-16
Company data provided by crunchbase