Client Support Representative

Osaic

Client Support Representative supporting Osaic’s financial-services clients through inbound calls and service-form processing. Resolving account and procedural issues while maintaining accurate, compliant records.

Posted 8/5/2026full-timeLa Vista • Arizona, Minnesota, New York • 🇺🇸 United StatesJunior💰 $50,000 - $55,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills with a focus on problem-solving and attention to detail. Proficient in using Microsoft Office tools and familiar with financial services operations and compliance standards.

Highest-signal resume keywords

Customer Service ExperienceProblem-Solving SkillsAttention to DetailProficiency with Microsoft ExcelFINRA Series 7

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

Customer ServiceProblem-SolvingTime ManagementOrganizational SkillsBrokerage ExperienceAccount ManagementData Privacy StandardsService-Level AgreementsDocumenting Customer InteractionsResearch and Issue Resolution

Soft Skills

Communication SkillsCustomer-Focused MindsetCollaborationCritical ThinkingMotivation

Tools & Technologies

WindowsMicrosoft ExcelMicrosoft WordMicrosoft OutlookInternet

Certifications & Qualifications

FINRA SIE ExamFINRA Series 7

Industry Keywords

Financial ServicesInvestment AdvisoryBroker-DealerClient SupportBack-Office OperationsAdvisor SupportBillingAccountingOperations SupportCustomer Service Representative

About the role

Key responsibilities & impact

Answer inbound client calls in a courteous, professional, and timely manner
Respond to questions about accounts, products, services, and procedures
Research and resolve issues, escalating complex matters as needed
Document customer interactions accurately in internal systems
Review, verify, and process service forms and client requests
Follow workflows and service-level agreements to meet turnaround expectations
Contact clients about missing information or required corrections
Adhere to company policies, regulatory requirements, and data privacy standards
Participate in ongoing training on products, systems, and procedures
Collaborate with internal teams to resolve inquiries and improve service delivery
Identify recurring issues and provide feedback to leadership
Contribute to a positive, customer-focused team environment

Requirements

What you’ll need

High School Diploma or equivalent (GED) required
Minimum 1 year providing customer service, including proven results resolving challenging issues
Customer-focused mindset
Attention to detail and accuracy
Problem-solving and critical-thinking skills
Time-management and organizational skills
Motivation to build a career in financial services
Proficiency with Windows, Microsoft Excel, Word, Outlook, and the Internet
Ability to communicate effectively verbally with Advisors about service issues
Ability to read and interpret company policies, operations manuals, Pershing manuals, and technical guides
Minimum 1 year of brokerage experience preferred
Completion of the FINRA SIE exam preferred
FINRA Series 7 preferred
Bachelor’s degree in business, finance, or a related field preferred
Experience or exposure to financial services, investment advisory, billing, accounting, customer service, advisor support, client support, operations support, account management, broker-dealer, financial advisor, support representative, customer service representative, or back-office operations

Benefits

Comp & perks

Annual performance-based bonus
Health insurance
Vision insurance
Dental insurance
401(k)
Paid time away
Volunteer days
Ongoing training
Opportunities for long-term growth and expanded responsibilities