Advisor Support Representative

Summary

Education Requirements

• High School Diploma or equivalent (GED) required

Customer Support & Phone Inquiries

Form Processing & Administrative Support

Quality & Compliance

Collaboration & Continuous Improvement

Basic Requirements

• Customer-focused mindset
• Attention to detail and accuracy
• Problem-solving and critical-thinking skills
• Time management and organizational skills
• Motivated individuals looking to grow a career in the Financial Services industry
• Minimum 1 year providing customer service; including, proven results in bringing solutions to challenging issues experience
• Proficient with Windows Microsoft Excel, Word, Outlook and Internet
• Ability to verbally communicate effectively with the Advisors regarding service issues
• Ability to read & interpret company policies, operations manuals, & technical guides

Preferred Requirements

• For new graduates: internship, co-op experience, prior work experience
• 1 years’ experience of brokerage experience
• Completion of the FINRA SIE exam
• FINRA Series 7
• Experience with Envestnet / Wealth Management Platform
• Bachelor’s degree in business, Finance or related field
• Prior Experience or Exposure Including: 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, Back Office Operations
• Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
• Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
• Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
• Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.