Customer Service Opportunity in Financial Services
Advisor Support Representative
Location(s):
Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
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 has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work on this schedule.
Osaic is not considering remote candidates at this time.
Role Type: Full-time, Non-Exempt
Salary: $53,000-$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. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.
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, Pershing manuals, & technical guides
Preferred Requirements:
- Minimum 1 years’ experience of brokerage experience
- Completion of the FINRA SIE exam
- FINRA Series 7
- Experience with Envestnet / Wealth Management Platform
- Bachelor’s degree in business, Finance or related field is preferred
- 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
Skills Required
- Customer service experience
- Proficient with Windows, Microsoft Excel, Word, Outlook, and Internet
- Attention to detail and accuracy
- Effective verbal communication skills
- High School Diploma or equivalent (GED)
Osaic Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Osaic and has not been reviewed or approved by Osaic.
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Leave & Time Off Breadth — Paid time away includes PTO, sick time, holidays, and volunteer days available from the start. The breadth supports work–life balance with a Monday–Friday schedule.
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Healthcare Strength — Health coverage spans medical, dental, vision, life, and disability with HSA/FSA options and day-one eligibility. The package also includes wellness initiatives and adoption assistance.
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Retirement Support — A 401(k) with company match and immediate vesting is offered. This supports long-term savings starting on the first day.
Osaic Insights
What We Do
Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
