Customer Service Opportunity in Financial Services
Everest Support Service Professional
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
St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702
OR Currently Working Remote
Role Type: Full-time,
Salary: $50,000 - $52,000 + 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: .
Summary:
As a member of our Everest Services team, you will support our top Advisors by answering inbound calls related to brokerage operation questions, explaining policies and procedures, processing brokerage transactions, and researching operations transactions. You will collaborate with direct team members and employees throughout the firm.
We are looking for a driven and motivated individual to join our Everest Services team. A successful candidate will be able to learn quickly, retain knowledge, multi-task, and have a strong customer service focus.
Education Requirements:
Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. A minimum high school diploma or equivalent is required.
Responsibilities:
Receive inbound calls from top Advisors who have service-related issues and log calls into Support Center CRM system
Create a strong working relationship with top Advisors and their assistants
Work independently to make decisions regarding the resolution of issues
Exercise judgment to know when to escalate issues to the manager
Analyze problems and follow through to resolution
Works collaboratively with other business units including clearing firms to ensure satisfaction with the needs of our Advisors
Meet quality and production goals
Assist with other projects as needed
Keep up to date on changes in industry and business processes
All other duties as assigned.
Basic Requirements:
1 - 2 years of experience in the Osaic Advisor Support team or other related areas of the firm
3 – 5 years of Financial Services customer experience
Must be proficient in the following: Microsoft Excel, Word, Outlook, and Teams
Strong relationship management qualities
Strong written and verbal communication
Able to learn new systems, processes and retain knowledge
Attention to detail
Organizational skills
Preferred Requirements:
FINRA Licensed
Equal Opportunity Employer
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.
EligibilityApplicants 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.
Unqualified ApplicationsOsaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting AgenciesOsaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.