Client Services Representative

Osaic

. Respond to Investment executive and client needs, concerns, and questions .

Posted 9/15/2026full-timeRemote • Connecticut • United StatesMid-LevelSenior💰 $45,000 per yearWebsite

Core Competencies

Role fit

Core 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 documentation and compliance with policies. Proficient in maintaining electronic client files and implementing process improvements based on regulatory changes.

Highest-signal resume keywords

Client Service OrientationStrong Verbal And Written Communication SkillsDetail-OrientedExcellent Organizational SkillsFINRA Series 7 License

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Problem-Solving SkillsTime Management SkillsAbility To Work IndependentlyAbility To Quickly Learn And Apply New Information

Tools & Technologies

Proprietary Web-Based Software

Certifications & Qualifications

FINRA Series 7 License

Industry Keywords

Financial ServicesCustomer ServiceAccount Opening ProcessMarket DeadlinesPolicies And Procedures

About the role

Key responsibilities & impact

Respond to Investment executive and client needs, concerns, and questions
Follow established policies and procedures to ensure accurate and timely execution around market deadlines
Assist in the account opening process
Perform initial checks of paperwork for accuracy and completeness
Liaise between the investment executive and clearing firm, fund company, and carrier to facilitate uninterrupted transactions
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

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
401(k)
Paid time away
Volunteer days