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Remote Client Services Specialist – Financial Services

Remote / Online - Candidates ideally in
Tempe, Maricopa County, Arizona, 85285, USA
Listing for: Osaic
Full Time, Remote/Work from Home position
Listed on 2026-06-14
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Osaic is seeking a Client Services Representative to support over 11,000 Financial Professionals across the country. This full-time position involves engaging with clients, ensuring exceptional service, and assisting with transactional activities.

Candidates should preferably hold a Bachelor’s degree or have significant experience in lieu of one, along with strong communication and organizational skills. The role includes responding to client inquiries, maintaining client documentation, and ensuring adherence to policies.

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