Client Service Representative

3 days ago


Meriden, Connecticut, United States Osaic Full time

Job Summary:

Osaic is seeking a highly skilled and detail-oriented Client Service Representative to join our team. As a key member of our customer support team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and resolving any issues that may arise.

Key Responsibilities:

  • Respond to client inquiries and concerns in a timely and professional manner
  • Assist in the account opening process, ensuring accuracy and completeness of paperwork
  • Act as a liaison between clients, investment executives, and clearing firms to facilitate smooth transactions
  • Maintain electronic client files and documentation on proprietary software
  • Provide exceptional customer service, ensuring client satisfaction and loyalty
  • Suggest and implement new policies and procedures to improve business operations and regulatory compliance
  • Obtain necessary regulatory licenses to support customer support and career growth
  • Perform miscellaneous office duties, including mail processing and task assignment

Requirements:

  • Bachelor's degree preferred, high school diploma or equivalent with significant practical experience considered
  • Excellent written and communication skills
  • Ability to quickly learn and apply new information
  • Ability to handle multiple tasks simultaneously
  • Detail-oriented and organized
  • Ability to work independently with minimal direction
  • Excellent problem-solving and time management skills
  • Knowledge of Microsoft Word and Excel

What We Offer:

Osaic provides a competitive salary, annual bonus, and a comprehensive benefits package, including health, vision, dental insurance, 401k, vacation and sick time, and volunteer days. We are committed to providing a supportive and inclusive work environment that fosters growth and development.



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