Osaic is seeking a Client Services Representative to support over 11,000 Financial Professionals nationwide. This role blends customer service with sales support across phone and processing channels in a fast-paced environment.
You will handle account openings, document checks, and daily client interactions while upholding firm policies and providing best-in-class service. A Bachelor's degree is preferred, with a high school diploma acceptable with experience.
#J-18808-LjbffrRemote Client Services Specialist - Financial Services in ct at Unknown Company
This position is listed as full time and onsite.