Advisor Support Representative

Advisor Group

Atlanta, GA

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JOB DETAILS

SKILLS

Accounting, Administrative Skills, Billing, Brokerage, Call Centers, Communication Skills, Continuous Improvement, Corporate Compliance, Corporate Policies, Customer Relations, Customer Service Operations, Customer Support/Service, Detail Oriented, Documentation, Finance, Financial Planning, Financial Services, High School Diploma, Hubs, Internet Technology, Leadership, Microsoft Excel, Microsoft Outlook, Microsoft Windows Operating System, Microsoft Word, Operational Support, Organizational Skills, Problem Solving Skills, Regulatory Requirements, Sales Management, Series 7, Service Delivery, Service Level Agreement (SLA), Team Player, Technical Writing, Telephone Skills, Time Management, Trend Analysis, Wealth Management

LOCATION

Atlanta, GA

POSTED

1 day ago

Current Employees and Contractors Apply Here Osaic Careers Customer Service Opportunity in Financial Services Advisor Support Representative Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work on this schedule. Osaic is not considering remote candidates at this time. Role Type: Full-time, Non-Exempt Salary: $53,000-$55,000 per year + annual performance-based bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our 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. Summary: Osaic’s Advisor Support team provides high-quality support to financial professionals by responding to inbound phone inquiries and accurately processing service-related forms and documentation. Our ideal candidate is excited to support the thriving businesses of Osaic’s Financial Professionals, acting as a key point of contact for their office. Starting your career within Osaic’s Service Call Center provides a strong foundation for long-term growth within the firm. In this role, you’ll build a deep base of knowledge by supporting advisors and their teams, learning core service processes, and developing expertise across Osaic’s platforms, products, and policies. The Service Call Center is designed as an entry point to the organization, offering hands-on experience, ongoing training, and exposure to multiple areas of the business. As you develop your skills and discover your strengths, you’ll have opportunities to expand your responsibilities and explore diverse career paths across Osaic, shaping a future that aligns with your ambitions and potential. Education Requirements: High School Diploma or equivalent (GED) required Responsibilities: Customer Support & Phone Inquiries Answer inbound calls from financial professionals in a courteous, professional, and timely manner Respond to questions regarding accounts, products, services, and procedures Research and resolve issues efficiently, escalating complex matters as needed Document all interactions accurately in internal systems Form Processing & Administrative Support Review, verify, and process service forms and requests submitted by financial professionals Follow established workflows and service-level agreements to meet turnaround time expectations Communicate with financial professionals regarding missing information or required corrections Quality & Compliance Adhere to company policies, regulatory requirements, and data privacy standards Maintain accuracy and attention to detail in all customer interactions and transactions Participate in ongoing training to stay current on products, systems, and procedures Collaboration & Continuous Improvement Work closely with internal teams to resolve inquiries and improve service delivery Identify trends or recurring issues and provide feedback to leadership Contribute to a positive team environment and customer-focused culture 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, Pershing manuals, & technical guides Preferred Requirements: Minimum 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 is preferred 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 Current Employees and Contractors Apply Here Don't see a job that works for you? Not to worry, you can still introduce yourself to us by clicking on, Get Started.

About the Company

Advisor Group

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