More jobs:
Financial Institutions Advisory Pro
Job in
Oakdale, Washington County, Minnesota, USA
Listed on 2026-02-13
Listing for:
Osaic
Full Time
position Listed on 2026-02-13
Job specializations:
-
Customer Service/HelpDesk
Bilingual -
Finance & Banking
Job Description & How to Apply Below
A financial services firm seeks an Institutions Advisory Support Specialist in Oakdale, MN. The role involves supporting advisors with operational tasks and enhancing customer service experiences across various channels. Applicants should have a background in financial services operations, customer service, and proficiency with platforms such as Pershing and Envestnet. This full-time position offers a competitive salary and a hybrid work schedule, requiring a minimum of four days in-office weekly.
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