Remote Financial Client Services Specialist
New York, New York County, New York, 10261, USA
Listed on 2026-10-06
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Finance & Banking
Bank Customer Service, Banking & Finance, Financial Sales -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Osaic is seeking a Client Services Representative to support financial professionals nationwide. You will handle inquiries, process transactions, and ensure timely, accurate service. A bachelor’s degree is preferred, but equivalent experience will be considered.
The role emphasizes client satisfaction, regulatory compliance, and cross-team collaboration. Responsibilities include coordinating account openings, liaising with investment executives, and maintaining records while providing
The Remote Financial Client Services Specialist role at Advisor Group Inc. is now open for applications in New York, NY, United States.
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This posting is for the Remote Financial Client Services Specialist role at Advisor Group Inc., based in New York, NY, United States.
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