Osaic

IA Operations Specialist

Osaic

full-time

Posted on:

Location Type: Hybrid

Location: Atlanta • Arizona • Florida • United States

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Salary

💰 $48,000 - $52,000 per year

About the role

  • Assist our advisors, their clients, and other team members in all aspects of operational and service activities for qualifying advisory accounts (WMP), through phone support.
  • Collaborate with other functions across all aspects and stages of our processes to ensure our advisors and their clients receive exceptional service and support in every interaction with Osaic.
  • Support our products, platforms and processes to respond to our customer’s stated and unstated needs.

Requirements

  • 2+ years of experience in financial services operations or broker-dealer setting
  • 2+ years working in a customer service operation or contact center
  • Proficiency with Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint
  • Excellent communication and organization/multi-tasking skills
  • A friendly and professional demeanor
  • Quick learner with basic technical skills to efficiently navigate through various systems
  • Strong customer focus orientation
  • High attention to detail, analytical mindset, and problem-solving skills
  • Be able to work independently and maintain elevated levels of quality and accuracy while under pressure
  • Self-motivated individual capable of meeting departmental expectations and deadlines
Benefits
  • Health, vision, dental insurance
  • 401k
  • Paid time away
  • Volunteer days
  • Annual performance-based bonus
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial services operationsbroker-dealer settingcustomer service operationcontact centerMicrosoft WordMicrosoft ExcelInternet ExplorerMicrosoft OutlookMicrosoft PowerPointanalytical mindset
Soft Skills
communication skillsorganization skillsmulti-tasking skillsfriendly demeanorprofessional demeanorquick learnercustomer focus orientationattention to detailproblem-solving skillsself-motivated