Advisor Support Representative

Osaic

Advisor Support Representative providing support to financial professionals through inbound calls. Accurate processing of service-related forms and documentation is key.

Posted 5/1/2026full-timeLa Vista • Arizona, Minnesota, New York • 🇺🇸 United StatesJunior💰 $45,000 - $55,000 per yearWebsite

About the role

Key responsibilities & impact

Answer inbound calls from financial professionals in a courteous, professional, and timely manner
Respond to questions regarding accounts, products, services, and procedures
Research and resolve issues efficiently, escalating complex matters as needed
Document all interactions accurately in internal systems
Review, verify, and process service forms and requests
Communicate with financial professionals regarding missing information or required corrections
Maintain accuracy and attention to detail in all customer interactions and transactions
Work closely with internal teams to resolve inquiries and improve service delivery

Requirements

What you’ll need

Minimum 1 year providing customer service
Proficient with Windows
Microsoft Excel, Word, and Outlook
Ability to verbally communicate effectively with Advisors
Ability to read & interpret company policies, operations manuals, Pershing manuals, & technical guides

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

customer serviceMicrosoft ExcelMicrosoft WordMicrosoft OutlookWindows

Soft Skills

effective communicationattention to detailproblem-solvingcourtesyprofessionalism