Client Service Specialist

Basic Requirements

• Detail-oriented, organized and ability to work independently as well as part of a team.
• Experience in a professional office environment, preferably in a client service, operations, or wealth management support role.
• Strong customer‑centric mentality with a commitment to delivering exceptional client experiences.
• Strong verbal and written communication skills.
• Proven problem‑solving abilities with sound judgment for resolving client issues.
• Proficiency with Microsoft Excel and basic math concepts.
• 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.