Advisor Support Representative

Advisor Group•Scottsdale, AZ

1d•Hybrid

About The Position

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. The ideal candidate will support the thriving businesses of Osaic’s Financial Professionals, acting as a key point of contact for their office. Starting a career within Osaic’s Service Call Center offers a strong foundation for long-term growth within the firm. In this role, individuals will 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, providing hands-on experience, ongoing training, and exposure to multiple areas of the business. As skills develop, there will be opportunities to expand responsibilities and explore diverse career paths across Osaic, shaping a future that aligns with ambitions and potential.

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

Nice To Haves

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

Responsibilities

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
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
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
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