Customer Service Opportunity in Financial Services
Strategic Account Manager
Location(s):
Remote
Role Type:
Full-time, Non-Exempt
Salary: 65,000.00 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.
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 Strategic Accounts team in Operations, you will work closely with our top tier programs, providing white glove service on both phone and processing. 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 the Osaic Institutions Strategic Team.
Our Strategic Account Managers receive robust training prior to moving onto the “floor” taking calls and processing transactions for our network of top tier Financial Professionals and Institutions. Support is related to a variety of service-related issues with exceptional experience as the goal. These are not sales roles, rather they are truly support and education experts. Our teams work Monday through Friday schedules, and these positions are eligible for overtime.
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:
- Serve as a primary point of contact for assigned delegated programs, ensuring timely and accurate support
- Manage day-to-day program activities, including answering phone calls and responding to Service Central tickets
- Build and maintain relationships with program stakeholders and internal teams
- Conduct client and program calls, providing updates and addressing questions
- Process transactions including new accounts, money movements, and account maintenance
- Support delegated programs with reporting and system-related requests
- Identify and escalate issues as needed to ensure timely resolution
- Collaborate with Operations and other teams to support program needs
- Provide training and act as a resource to team members, including assisting with questions and sharing knowledge
Basic Requirements:
- 3+ years of customer service or contact center experience.
- Experience with DocuPace system
- Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint.
- Excellent communication & organizational skills.
- Quick learner with basic technical skills to efficiently navigate through various systems.
- STRONG customer focus orientation.
- High attention to detail, analytical mindset, and problem-solving skills.
- Be able to work independently and maintain elevated levels of quality.
- Self-motivated individual capable of meeting departmental expectations and deadlines
- Ability to participate and contribute to a team environment.
Preferred Requirements:
- 5+ years' experience in financial services operations or broker-dealer setting.
- 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
- High school diploma or equivalent
- 3+ years of customer service or contact center experience
- Experience with DocuPace
- Proficiency with Microsoft Word, Excel, Internet Explorer, Outlook, and PowerPoint
- Excellent communication and organizational skills
- Basic technical skills and ability to navigate multiple systems
- Strong customer focus
- High attention to detail, analytical mindset, and problem-solving skills
- Ability to work independently and maintain quality standards
- Ability to meet departmental expectations and deadlines
- Ability to contribute to a team environment
- 5+ years of experience in financial services operations or a broker-dealer setting
- Bachelor's degree in business, finance, or a related field
- CRM or Salesforce experience
- Completion of the FINRA SIE exam
- FINRA Series 7 or other FINRA licenses
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.
