IA Operations Specialist

Osaic

Investment Advisory Operations Specialist assisting clients and advisors at Osaic through phone support and collaboration across teams. Ensuring exceptional service and support for qualifying advisory accounts in a dynamic environment.

Posted 4/15/2026full-timeAtlanta • Arizona, Florida, Minnesota, New York • 🇺🇸 United StatesJuniorMid-Level💰 $48,000 - $52,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Health, vision, dental insurance
401k
Paid time away
Volunteer days
Annual performance-based bonus

ATS Keywords

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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