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Client Service Wealth Associate at Osaic - ApplyBlast

Client Service Wealth Associate

Osaic

3 months ago

2.6 on Glassdoor

Boston, United States

Onsite

Full Time

Junior

0 applicants

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About this role

A Client Service Wealth Associate at Osaic serves as the primary point of contact for retail investment clients, guiding them through account onboarding, maintenance, and documentation. The role involves partnering with Wealth Consultants to deliver high-quality service, managing client inquiries, and ensuring regulatory compliance across various account activities.

Responsibilities

Serve as primary point of contact for retail investment clients
Manage client account openings, transfers, and ongoing maintenance
Prepare and review accurate account documentation and compliance forms
Lead the onboarding process for new clients ensuring smooth transitions
Collaborate with Wealth Consultants to deliver customized financial solutions

Skills

Qualifications

FINRA SIE LicenseSeries 6 LicenseSeries 63 LicenseSeries 65 or 66 License

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.