Client Services Representative
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 10h ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 15d ago
The date the source published, not the day we noticed it (2026-09-16). Last seen at its source 1h ago.
We have tracked this listing since 24 Sep 2026 (7 days). The employer's own board has carried it every time we have read it, most recently 1 hour ago.
Is it remote?
The listing says yes
The location field doesn't say remote, so our assessment is based on the title or the description. Read the listing before applying.
Who may apply?
NY
The description states no restriction of its own. This is the source's own tag.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
-
workday employer's own board first seen 7d ago · last seen 1h ago
- location not stated
The listing
Customer Service Opportunity in Financial Services
Client Services Representative
Location(s):
CT/Remote
Role Type:
Full-time, Non-Exempt
Salary: 45,000.00 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:
As a member of our customer-facing organization, you will engage directly with our customers – over 11,000 Financial Professionals across the country, helping grow and support their firms. As part of the Advisor Services team in the broader Operations and Technology Solutions organization, you will work closely with other team members in all aspects of operational and transactional activities through both phone and processing. Responsible for performing a variety of administrative and sales support activities for Osaic Institutions clients in conformance with established Osaic Institutions objectives, policies, and procedures. A collaborative and entrepreneurial approach will drive success as you learn and navigate all aspects of Financial Professional support. Your contributions will ensure that our Financial Professionals get best-in-class service in every interaction with Osaic.
Education Requirements:
Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
Responsibilities:
Respond to Investment executive and client needs, concerns, and questions.
Responsible for attention to established policies and procedures to ensure accuracy of execution and timeliness with respect to market deadlines.
Assist in the account opening process.
Performs initial check of paperwork for accuracy and completeness.
Acts as a liaison between the investment executive and clearing firm, fund company, and carrier to allow transactions to flow without interruption or delay.
Maintains electronic client files and documentation on proprietary web-based software.
Provides the highest level of service and responsiveness to customers.
Ensures client satisfaction continues to be a distinguishing selling point for Osaic Institutions in the market space.
Suggests and implements new policies and procedures based on business and regulatory changes.
Education Requirements:
High School Diploma or equivalent (GED) required.
Basic Requirements:
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
Preferred Requirements:
FINRA Series 7 License
Prior customer service experience
Financial services experience