Everest Support Specialist

Customer Service Opportunity in Financial Services

Everest Support Service Professional

• 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
• St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702
• OR Currently Working Remote

Full-time

$50,000 - $52,000 + annual performance-based bonus. Actual compensation offered will be determined individually, based on job-related factors, including location, skills, licensure, experience and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:
Osaic Benefits.

As a member of our Everest Services team, you will support our top Advisors by answering inbound calls related to brokerage operation questions, explaining policies and procedures, processing brokerage transactions, and researching operations transactions. You will collaborate with direct team members and employees throughout the firm.

Bachelor’s degree preferred; high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. A minimum high school diploma or equivalent is required.

• Receive inbound calls from top Advisors who have service-related issues and log calls into Support Center CRM system
• Create a strong working relationship with top Advisors and their assistants
• Work independently to make decisions regarding the resolution of issues
• Exercise judgment to know when to elevate issues to the manager
• Analyze problems and follow through to resolution
• Work collaboratively with other business units including clearing firms to ensure satisfaction with the needs of our Advisors
• Meet quality and production goals
• Assist with other projects as needed
• Keep up to date on changes in industry and business processes
• All other duties as assigned.

• 1 - 2 years of experience in the Osaic Advisor Support team or other related areas of the firm
• 3 – 5 years of Financial Services customer experience
• Must be proficient in the following:
  Microsoft Excel, Word, Outlook, and Teams
• Strong relationship management qualities
• Strong written and verbal communication
• Able to learn new systems, processes and retain knowledge
• Attention to detail
• Organizational skills

• FINRA Licensed

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.