Client Experience Associate
Osaic(12 days ago)
About this role
A Client Experience Associate at Osaic Wealth's Innovative Wealth Team manages ongoing client relationships by providing tailored service, handling account activities, and supporting advisors. The role involves engaging with clients remotely to ensure smooth account management and onboarding processes.
Required Skills
- Client Service
- Account Management
- Financial Products
- CRM Tools
- Microsoft Office
- Regulatory Compliance
- Client Onboarding
- Communication
- Problem Resolution
- Finance
About Osaic
osaic.comOsaic is one of the nation’s largest providers of wealth management solutions and home to a service-driven community of Financial Professionals. The moments our Advisors create with clients inspire us and shape our strategy to empower their success.
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