Advisor Support Representative

Advisor Support Specialist

Training class start date 11/3/2025

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite 750, 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

Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time, Non-Exempt

Schedule: Primary shift preferences are 10:30 am – 7:00 pm EST and 11:00 am – 7:30 pm EST

You will spend the first several weeks in classroom training (virtually). The schedule for training will be different than your ultimate assigned schedule as the virtual training is set up covering all three time zones at once.

Salary: $45,000 - $55,000 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.

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 transition activities through both phone and processing. 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.

Our Advisor Support Specialists receive robust training prior to moving onto the "floor" taking calls and processing transactions for our network of Financial Professionals. Support is related to a variety of service-related issues with exceptional experience as the goal. These are not sales roles, rather they are truly support and education experts. Our teams work Monday through Friday schedules, and these positions are eligible for overtime.

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:

• Provide best-in-class education, service, and support for our network of Financial Professionals by answering questions and researching issues.
• Learn and support various financial products.
• Accurately define nature of call and determine Financial Professional's needs.
• Support internal teams on financial transaction, account maintenance, new accounts, transfers, and other activities.
• Use of various software / financial platforms.
• Actively support the departmental goals by staying attentive to the phone system queues.
• Perform required duties within internal applications as appropriate, with high attention to detail and quality.
• Create a strong working relationship with customers and internal teams.
• Demonstrates the ability to reach decisions promptly and implement appropriate action, deferring to manager only when appropriate.
• Educate customers where to find online information All other duties as assigned.

Basic Requirements:

• 2+ years of customer service or contact center experience.
• Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint.
• Excellent communication & organizational skills.
• Quick learner with basic technical skills to efficiently navigate through various systems.
• STRONG customer focus orientation.
• High attention to detail, analytical mindset, and problem-solving skills.
• Be able to work independently and maintain elevated levels of quality.
• Self-motivated individual capable of meeting departmental expectations and deadlines.
• Ability to participate and contribute to a team environment.

Preferred Requirements:

• 2+ years' experience in financial services operations or broker-dealer setting.
• Bachelor's degree in business, Finance or related field is preferred CRM experience / Salesforce experience.
• Completion of FINRA SIE exam.
• FINRA Series 7 license, other FINRA licenses.