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Client Service Specialist at Osaic - ApplyBlast

Client Service Specialist

Osaic

3 months ago

2.6 on Glassdoor

Columbus, United States

Onsite

Full Time

Junior

0 applicants

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About this role

A Client Service Specialist provides high-quality operational support to clients and advisors by responding to inquiries, processing account transactions, and maintaining accurate records. The role involves preparing client materials, coordinating with internal teams, and ensuring timely completion of requests while adhering to compliance standards.

Responsibilities

Process account transactions including new openings and fund transfers
Respond to client inquiries regarding balances and product features
Prepare and organize client meeting materials and portfolio summaries
Maintain accurate client records ensuring regulatory compliance
Coordinate with internal teams to resolve service issues

Skills

Qualifications

FINRA Series 6 LicenseFINRA SIE LicenseFINRA Series 63 License (Preferred)

About Osaic

osaic.com

Headquarters

Scottsdale, Arizona, United States

Company Size

1001-5000 employees

Founded

2016

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Osaic 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.