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Sales Supervision Contact Center Coordinator at Osaic - ApplyBlast

Sales Supervision Contact Center Coordinator

Osaic

3 months ago

2.6 on Glassdoor

Atlanta, Georgia, United States

Hybrid

Full Time

Medior

0 applicants

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About this role

The Sales Supervision Contact Center Coordinator manages incoming calls for the Sales Supervision team, supports workflow for annuity and alternative investment cases, and ensures timely paperwork processing. The role involves coordinating with financial professionals, principals, and other stakeholders to resolve documentation issues and maintain positive relationships.

Responsibilities

Handle incoming contact center calls and address inquiries
Facilitate case routing for annuity and alternative investments
Resolve missing or misrouted documentation
Assign subscription orders to Sales Supervision Principals
Generate and pull departmental reports from various applications

Skills

Qualifications

FINRA Series 6FINRA Series 7

About Osaic

osaic.com

Headquarters

Scottsdale, Arizona, United States

Company Size

1001-5000 employees

Founded

2016

View Profile

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.