Client Service Representative

Advisor Group•Oakdale, MN

9d•$45,000

About The Position

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 in all aspects of operational and transactional activities through both phone and processing. 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. 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.

Requirements

Strong verbal and written communication skills
Client service oriented
Ability to quickly learn and apply new information
Ability to handle multiple tasks simultaneously
Detail-oriented
Excellent organizational skills
Ability to work independently
Excellent problem-solving skills
Time management skills
High School Diploma or equivalent (GED) required.

Nice To Haves

FINRA Series 7 License
Prior customer service experience
Financial services experience

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.