Customer Service Opportunity in Financial Services
Supervisor- Advisor Support
Location(s):
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
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 this schedule.
Role Type: Full-time, Non-Exempt
Salary: $55,000 - $58,000 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:
As a Supervisor of Advisor Support, you will engage directly with our customers – over 11,000 Financial Professionals across the country, helping grow and support their firms while leading a team of Advisor Support phone professionals who do the same. The supervisor will be responsible for supporting the Advisor Support phone agents and answering questions related to the common call types we receive, including money movement, account maintenance, new account opening, etc. Our ideal candidate ensures the quality and timeliness in delivery of service. A collaborative and entrepreneurial approach will drive success as you help to resolve complex Financial Professional inquiries on behalf of the team you lead. Your contributions will ensure that our Financial Professionals get best-in-class service in every interaction with Osaic.
The Ideal Supervisor of Advisor Support must be capable of succeeding in a fast-paced team environment and possess a passion for elevating the advisor’s experience. This position’s primary objective is to manage a group of individual agents who are responsible for the service and retention of Financial Professionals within the Advisor Support population while supporting the quality development of Advisor Support as a whole .
Education Requirements:
Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
Responsibilities:
- Lead a team of Advisor Support agents that will support and retain Osaic’s Financial Professionals.
- Set team goals, establish vision and take action to achieve goals.
- Effectively coach, in a diversity of ways, to drive team results for advisor satisfaction, service, quality, and productivity aligned to department objectives
- Provide timely coaching, training, and total performance management
- Support the entire Advisor Support team with real time help floor walking and being support to team members who need additional coaching
- Support the management chat channel, answering team member questions real time
- Develop and maintain internal relationships
- Identify and take responsibility for addressing operational and organizational challenges that impact the team
- Effectively adopt changing business needs and guide employees through shifting priorities
Basic Requirements:
- Minimum 2 years related experience within the industry, interfacing regularly with financial professionals
- Experience and comfort level with engaging and supporting the needs of high producing Financial Professionals
- Exceptional oral and written communication skills with a strong attention to detail
- Ability to display relentless poise in a fast/high pressure and demanding environment with a heightened level of advisor dedication
- Outstanding professional presence and positive customer service attitude
- Successful track record of customer-centric decision making
- Ability to cope with and persevere through frequent and unexpected changes
- Excellent organizational skills, with the ability to handle multiple tasks
Preferred Requirements:
- At least 2 years management experience required with demonstrated ability to develop people, at different performance levels, via established performance objectives, regular feedback, and appropriate recognition
- Bachelor's degree in business, Finance or related field is preferred CRM experience / Salesforce experience.
- Completion of FINRA SIE exam.
- FINRA Series 7 license, other FINRA licenses.
Skills Required
- Minimum high school diploma or equivalent
- Bachelor's degree preferred (or equivalent experience considered)
- Minimum 2 years related experience within the industry, interfacing regularly with financial professionals
- Experience engaging and supporting high producing Financial Professionals
- Exceptional oral and written communication skills with strong attention to detail
- Ability to maintain poise in a fast/high pressure environment
- Outstanding professional presence and positive customer service attitude
- Track record of customer-centric decision making
- Ability to cope with and persevere through frequent and unexpected changes
- Excellent organizational skills and ability to handle multiple tasks
- At least 2 years management experience (ability to develop people and manage performance)
- CRM experience / Salesforce experience
- Completion of FINRA SIE exam
- FINRA Series 7 license or other FINRA licenses
- Willingness and ability to work hybrid schedule (minimum 4 days per week in Scottsdale hub)
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.
