Client Support Specialist

Role Type:
Full-time, Non-Exempt

Salary: $45,000–$48,000 per year + annual performance-based bonus (Actual compensation offered will be determined individually, based on location, skills, licensure, experience, and education).

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed below and must be willing to work this schedule.

• Atlanta: 2300 Windy Ridge Pkwy SE, Suite 750, Atlanta, GA 30339
• La Vista: 12325 Port Grace Blvd, La Vista, NE 68128
• Oakdale: 7755 3rd St. N, Oakdale, MN 55128
• Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Osaic’s Client Support team provides high-quality support to Osaic house account clients by responding to inbound phone inquiries and accurately processing service-related forms and documentation. The role serves as a key point of contact for clients, offering a foundation for long-term growth within the firm.

High School Diploma or equivalent (GED) required.

Customer Support & Phone Inquiries

• Answer inbound calls from clients in a courteous, professional, and timely manner.
• Respond to questions regarding accounts, products, services, and procedures.
• Research and resolve issues efficiently, escalating complex matters as needed.
• Document all interactions accurately in internal systems.

Form Processing & Administrative Support

• Review, verify, and process service forms and requests submitted by clients and financial professionals.
• Follow established workflows and service‑level agreements to meet turnaround time expectations.
• Communicate with clients regarding missing information or required corrections.

Quality & Compliance

• Adhere to company policies, regulatory requirements, and data privacy standards.
• Maintain accuracy and attention to detail in all customer interactions and transactions.
• Participate in ongoing training to stay current on products, systems, and procedures.

Collaboration & Continuous Improvement

• Work closely with internal teams to resolve inquiries and improve service delivery.
• Identify trends or recurring issues and provide feedback to leadership.
• Contribute to a positive team environment and customer‑focused culture.

• Customer‑focused mindset.
• Attention to detail and accuracy.
• Problem‑solving and critical‑thinking skills.
• Time management and organizational skills.
• Minimum 1 year of customer service experience, including proven results in resolving challenging issues.
• Proficient with Windows, Microsoft Excel, Word, Outlook, and the Internet.
• Ability to verbally communicate effectively with advisors regarding service issues.
• Ability to read and interpret company policies, operations manuals, Pershing manuals, and technical guides.

• Minimum 1 year of brokerage experience.
• Completion of the FINRA SIE exam.
• FINRA Series 7 certification.
• Bachelor’s degree in business, finance, or a related field.
• Prior experience or exposure in Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker‑Dealer, Financial Advisor, Support Representative, Customer Service Representative, or Back Office Operations.

Health, vision, dental insurance; 401(k); paid time away; volunteer days; and much more. Additional details are available on Osaic’s benefits page.

Current employees and contractors are encouraged to apply.