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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client service orientation and effective communication skills while managing multiple tasks and ensuring accuracy in financial documentation. Capable of implementing new policies and procedures in response to business and regulatory changes.
Highest-signal resume keywords
Client Service OrientationStrong Verbal Communication SkillsDetail-OrientedExcellent Organizational SkillsFINRA Series 7 License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Written Communication SkillsProblem-Solving SkillsTime Management SkillsAbility to Work IndependentlyAbility to Quickly Learn New Information
Tools & Technologies
Proprietary Web-Based Software
Certifications & Qualifications
FINRA Series 7 License
Industry Keywords
Financial ServicesCustomer ServiceAccount Opening ProcessMarket DeadlinesOperational Activities
About the role
Key responsibilities & impact- Respond to Investment executive and client needs, concerns, and questions
- Follow established policies and procedures to ensure accuracy and timeliness with respect to market deadlines
- Assist in the account opening process
- Perform initial checks of paperwork for accuracy and completeness
- Act as a liaison between the investment executive and clearing firm, fund company, and carrier
- Maintain electronic client files and documentation on proprietary web-based software
- Provide the highest level of service and responsiveness to customers
- Ensure client satisfaction remains a distinguishing selling point for Osaic Institutions
- Suggest and implement new policies and procedures based on business and regulatory changes
- Support over 11,000 Financial Professionals across the country through customer-facing service and operational and transactional activities
Requirements
What you’ll need- Minimum of high school diploma or equivalent is required
- Strong verbal and written communication skills
- Client service oriented
- Ability to quickly learn and apply new information
- Ability to handle multiple tasks simultaneously
- Detail-oriented
- Excellent organizational skills
- Ability to work independently
- Excellent problem-solving skills
- Time management skills
- FINRA Series 7 License preferred
- Prior customer service experience preferred
- Financial services experience preferred
Benefits
Comp & perks- Annual performance-based bonus
- Health insurance
- Vision insurance
- Dental insurance
- 401k
- Paid time away
- Volunteer days