Osaic Careers

Client Experience Associate

The Client Experience Associate position with Osaic Wealth’s Innovative Wealth Team, will be responsible for serving, engaging, and retaining existing clients. You will be responsible for providing custom service to existing Innovative Wealth Team clients, including but not limited to answering client account questions, opening new accounts, placing trades, and updating existing accounts.  The position will also act as the primary support for the lead and associate advisors as they work with clients.

Role Type: Full-Time Remote

Salary: $50-65k per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. 

Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.  To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits 

Responsibilities

• Client Interaction: Serve as the primary point of contact for clients, addressing inquiries via phone, email, and in-person meetings.  

• Account Management: Assist clients with account openings, transactions, and maintenance, ensuring compliance with regulatory requirements. Documentation: Prepare and manage client documentation, including investment proposals, account statements, and performance reports.

• Coordination: Collaborate with financial advisors and other team members to deliver tailored financial solutions and services to clients.

• Client Onboarding: Facilitate the onboarding process for new clients, ensuring a smooth transition and understanding of services offered.

• Problem Resolution: Address and resolve client issues promptly, escalating complex matters to the appropriate team members as necessary. Administrative Support: Perform administrative duties such as scheduling appointments, maintaining client records, and preparing reports.

Education

• High School Diploma or GED equivalent (minimum required) or undergraduate degree (preferred)

Experience

• Minimum 3 years of experience in a client facing role required.

• Minimum 2 years of experience in Financial Services required

• A demonstrated track record of consistently meeting and/or exceeding performance expectations in a remote work environment

• Excellent written and verbal communication skills

• Drives performance targets to completion

• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) & Adobe Acrobat (Standard)

• Familiarity with Wealthscape, NetX360, Envestnet, and other broker dealer and RIA platforms a plus

• Familiar with CRM tools, Redtail

• FINRA Series 7 and 65/66 required

• Life and Health insurance preferred