Sales Supervision Contact Center Coordinator
Osaic
About this role
The Sales Supervision Contact Center Coordinator at Osaic is responsible for managing incoming calls, supporting workflow in the Support Center, and working with sales professionals and management to ensure efficient operations. The role involves handling inquiries, facilitating case routing, resolving documentation issues, and maintaining relationships with financial professionals.
Skills
Qualifications
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.
Recent company news
Business WireOsaic Welcomes $464 Million Gardner Wallace Financial Solutions Through Advisory Resource Group
2 days ago
Pulse 2.0Osaic: $464 Million Firm Gardner Wallace Financial Solutions Joins
2 days ago
Family Wealth ReportDeals Of The Day: The Latest In Wealth Management M&A – Osaic, Bard
1 week ago
InvestmentNewsOsaic prevails in massive investor lawsuit involving ex-broker facing FINRA inquiry.
1 month ago
Barron'sOsaic Attracts Another Billion-Dollar Team to Its Employee Advisor Unit
1 week ago
About Osaic
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Osaic.
Salary
$45k – $50k
per year