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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 inbound 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 internal stakeholders to resolve documentation issues and maintain efficient case routing.

Responsibilities

Handle incoming contact center calls and address financial professional inquiries
Facilitate case routing and resolve documentation issues for annuity and alternative investment submissions
Generate and manage departmental reports using various applications and tools

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.