What are the responsibilities and job description for the Client Service Representative position at Advisor Group?
Current Employees and Contractors Apply Here
Osaic Careers
Client Service Opportunity in Financial Services
Client Service Representative
Location(s) : 538 Preston Ave. | Meriden, CT 06450
Osaic has returned to a hybrid work schedule, so we are seeking candidates willing to work a split schedule between home and the office.
Role Type : Full time
Salary : $35,000 - $45,000 per year annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include : health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page : https : / / careers.osaic.com / Creative / Benefits
Summary :
Responsible for performing a variety of administrative and sales support activities for Osaic Institutions clients in conformance with established Osaic Institutions objectives, policies, and procedures.
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.
Education Requirements :
Basic Requirements :
Preferred Requirements :
Current Employees and Contractors Apply Here
Salary : $35,000 - $45,000
