{"id":1619300,"url":"https://alion.io/job/osaic-client-services-representative","title":"Client Services Representative","company":{"id":2237959,"name":"Osaic\"","domain":"osaic.com","url":"https://alion.io/company/osaic","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":75,"open_postings":12,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-11-07T05:47:08Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"inferred_payroll_markers","remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":[],"countries":[],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":45000,"max":45000,"currency":"USD","period":"year","gross":null,"usd_annual":45000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-01T17:20:31Z","employer_posted_date":null,"last_verified_at":"2026-10-01T17:20:31Z","board_verified":false,"closed_at":null,"days_open":36,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":36},"description":"Current Employees and Contractors Apply HereOsaic Careers\nCustomer Service Opportunity in Financial Services \n\nClient Services Representative\nLocation(s): \nCT/Remote\nRole Type: \nFull-time, Non-Exempt\nSalary: 45,000.00 per year + annual performance-based bonus\n\nActual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.\n\nOur competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.\n\nSummary: \nAs a member of our customer-facing organization, you will engage directly with our customers – over 11,000 Financial Professionals across the country, helping grow and support their firms. As part of the Advisor Services team in the broader Operations and Technology Solutions organization, you will work closely with other team members in all aspects of operational and transactional activities through both phone and processing. Responsible for performing a variety of administrative and sales support activities for Osaic Institutions clients in conformance with established Osaic Institutions objectives, policies, and procedures. A collaborative and entrepreneurial approach will drive success as you learn and navigate all aspects of Financial Professional support. Your contributions will ensure that our Financial Professionals get best-in-class service in every interaction with Osaic.\n\nEducation Requirements: \nBachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.\n\nResponsibilities: \n\nRespond to Investment executive and client needs, concerns, and questions.\n\nResponsible for attention to established policies and procedures to ensure accuracy of execution and timeliness with respect to market deadlines.\n\nAssist in the account opening process.\n\nPerforms initial check of paperwork for accuracy and completeness.\n\nActs as a liaison between the investment executive and clearing firm, fund company, and carrier to allow transactions to flow without interruption or delay.\n\nMaintains electronic client files and documentation on proprietary web-based software.\n\nProvides the highest level of service and responsiveness to customers.\n\nEnsures client satisfaction continues to be a distinguishing selling point for Osaic Institutions in the market space.\n\nSuggests and implements new policies and procedures based on business and regulatory changes.\n\nEducation Requirements:\nHigh School Diploma or equivalent (GED) required.\n\nBasic Requirements: \n\nStrong verbal and written communication skills\n\nClient service oriented\n\nAbility to quickly learn and apply new information\n\nAbility to handle multiple tasks simultaneously\n\nDetail-oriented\n\nExcellent organizational skills\n\nAbility to work independently\n\nExcellent problem-solving skills\n\nTime management skills\n\nPreferred Requirements: \n\nFINRA Series 7 License\n\nPrior customer service experience\n\nFinancial services experience\n\nCurrent Employees and Contractors Apply HereOriginally posted on Himalayas","description_format":"text","description_chars":3350,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan","Dental insurance"],"hiring_locations":[{"name":"United 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