Customer Service Opportunity in Financial Services
Application Support Specialist
Location(s):
Meriden: 538 Preston Avenue, Suite 240, Meriden, CT 06450
Role Type: Full-time, Non-Exempt
Salary: $48,000-50,000 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 member of our customer-facing organization, you will engage directly with our customers – over 11,000 Financial Professionals across the country, helping grow and support their firms. As part of the Advisor Services team in the broader Operations and Technology Solutions organization, you will work closely with other team members to perform a wide variety of duties pertaining to Infinex’s overall technological needs. A collaborative and entrepreneurial approach will drive success as you learn and navigate all aspects of Financial Professional support. Your contributions will ensure that our Financial Professionals get best-in-class service in every interaction with Osaic.
Responsibilities:
Performs a variety of activities related to the technology needs of Infinex employees in conformance with established Infinex objectives, policies, and procedures.
Oversee department ticket queue by resolving, reassigning, or escalating tickets.
Provide application support for our Financial Professional (field users).
Resolve complex issues requiring detailed systems and applications knowledge; these issues have been escalated from Operations.
Provide proactive support and training for employees as needed.
Assist with installation, configuration, and troubleshooting of hardware and software to ensure continued usability of equipment and software.
Support all personal computing devices, remote access, faxing, printers, cell phones, and internal phones.
Responsible for business machine support and tracking service issues.
Assist in maintaining internal phone system.
Provision user accounts on applicable technology platforms.
Document and maintain day-to-day help-desk procedures.
Be a liaison between the Technology and Operations departments.
Provide status back to manager daily of open issues and resolutions.
Work on goals and tasks assigned for short- and long-term objectives by manager.
Education Requirements:
High School Diploma or equivalent (GED) required. bachelor’s degree (B. A. / B. S.) from four-year College or university is preferred; plus, two to four years related experience and/or training; or equivalent combination of education and experience.
Basic Requirements:
Client service oriented with ability to handle multiple tasks simultaneously
Detail-oriented and excellent organizational skills
Ability to work independently
Excellent problem-solving skills
1-3 years of professional experience. Technical support experience is a plus but is not required.
Strong software and hardware troubleshooting skills.
Ability to understand, diagnose, and resolve issues with a large range of applications including but not limited to web browsers, word processing, spreadsheets, malware, and virtual office communications.
Exceptional written and oral skills, as well as the ability to translate technical jargon into user-friendly terms to effectively communicate issues and resolutions.
Ability and desire to acquire new skills and knowledge quickly.
Skills Required
- High School Diploma or equivalent (GED)
- Bachelor's degree preferred
- 2-4 years related experience
- 1-3 years of professional experience
- Strong software and hardware troubleshooting skills
- Excellent problem-solving skills
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.
