Osaic · 18 hours ago
Client Service Representative
St. Petersburg, FL
Full-time
Onsite
New Grad, Entry Level
$45K/yr - $45K/yrOsaic is a company focused on providing financial services, and they are seeking a Client Service Representative. The role involves engaging directly with financial professionals to provide support and ensure client satisfaction through various administrative and sales support activities.
Business DevelopmentFinancial ServicesWealth Management
No H1B
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
Required
Minimum of high school diploma or equivalent is 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
Company
Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
Founded in 2016
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