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© All Rights Reserved. ApplyBlast.com
Osaic
The Client Services Representative serves as a customer-facing member of the Advisor Services team, engaging directly with over 11,000 Financial Professionals to support and grow their firms. This role involves handling operational and transactional activities, ensuring accuracy and timeliness in market deadlines, and acting as a liaison between investment executives and clearing firms. The position focuses on delivering best-in-class service to ensure high client satisfaction and seamless transaction processing.
Headquarters
Scottsdale, Arizona, United States
Company Size
1001-5000 employees
Founded
2016
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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Osaic.
12% below the average for this role
Barron'sOsaic Attracts Another Billion-Dollar Team to Its Employee Advisor Unit
2 weeks ago
