Columbus, Ohio, United States · On-site
Osaic Careers Client Service Specialist Location(s): Columbus: 7650 Rivers Edge Dr., Suite 250, Columbus, OH 43235 Role Type: Full-time, 37.5 hours Salary: $40.37 per hour Summary: The Client Service Specialist provides …
Skills: Client Relationship Management, Account Transactions, Financial Documentation, Portfolio Summaries, Regulatory Compliance
Marseille, Provence-Alpes-Côte d'Azur, France · Hybrid
$140k–$160k/yr
Osaic Careers Cloud Engineering Opportunity in Financial Services Cloud Engineer Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 775…
Skills: Vulnerability Management, Data Loss Prevention, Python, PowerShell, Bash
New Mexico, United States · Remote OK
Osaic Careers Independent Representative Opportunity in Financial Services Financial Professional Location(s): Bank location in which the respective contract was signed Role Type: Full-time Compensation: $50,000 draw plu…
Skills: Financial Planning, Investment Strategies, Market Data Analysis, Sales, Customer Service
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The role focuses on providing high-quality operational support to clients and advisors by processing account transactions and maintaining accurate records. It also involves preparing client meeting materials and coordinating with internal teams to ensure compliant request completion.
Candidates must possess FINRA Series 6 and SIE licenses, with 1-3 years of experience in financial services or client service. A high school diploma is required, while a bachelor's degree in a business or finance-related field is preferred.
Client Service Specialist
Location(s): Columbus: 7650 Rivers Edge Dr., Suite 250, Columbus, OH 43235
Role Type: Full-time, 37.5 hours
Salary: $40.37 per hour
Summary:
The Client Service Specialist provides high-quality service and operational support to clients and advisors by responding to client needs, supporting account transactions, preparing client materials, maintaining accurate records, and coordinating with internal teams to ensure timely and compliant completion of requests. This role requires strong attention to detail, clear communication, and a client-first approach to help deliver a consistent, professional, and responsive client experience.
Education Requirements:
Bachelor’s degree or coursework in Business, Finance, Economics, Accounting, or a related field preferred. High school diploma or GED required.
Responsibilities:
Build and maintain strong client relationships by delivering responsive, high-quality service and proactively addressing client financial needs.
Process account transactions including new account openings, fund purchases and redemptions, asset transfers, and beneficiary changes while maintaining accurate documentation
Respond to client inquiries regarding account balances, fund performance, product features, and transaction status, escalating complex matters to the appropriate advisor
Prepare and organize client meeting materials, including portfolio summaries, fund fact sheets, and prospectus documents to support advisor consultations
Coordinate with internal teams to resolve service issues, process paperwork, and ensure timely completion of client requests
Maintain up-to-date client records and ensure all documentation meets firm and regulatory compliance standards
Provide essential administrative support, including appointment scheduling, and supporting daily office operations.
Basic Requirements:
FINRA Series 6 and SIE licenses required; Series 63 preferred
1-3 years of experience in financial services, client service, or related field
Strong communication and interpersonal skills with a client-first mindset
Proficiency in Microsoft Office Suite and CRM software
Excellent organizational skills and attention to detail
Ability to handle multiple priorities in a fast-paced environment
Advisor Group, Inc. is the nation's largest network of independent financial advisors serving over 11,000 advisors and overseeing $450 billion in client assets. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
Offices: 20 E Thomas Rd, Phoenix, Arizona, US · 7755 3rd St N, Oakdale, Minnesota 55128, US · 10 Exchange Place, Suite 1410, Jersey City, NJ 07302, US · 2300 Windy Ridge Parkway, 1100, Atlanta, Georgia 30339, US · 877 Executive Center Dr W, St Petersburg, Florida 33702, US
Advisor Group, Inc. is the nation's largest network of independent financial advisors serving over 11,000 advisors and overseeing $450 billion in client assets. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
Offices: 20 E Thomas Rd, Phoenix, Arizona, US · 7755 3rd St N, Oakdale, Minnesota 55128, US · 10 Exchange Place, Suite 1410, Jersey City, NJ 07302, US · 2300 Windy Ridge Parkway, 1100, Atlanta, Georgia 30339, US · 877 Executive Center Dr W, St Petersburg, Florida 33702, US
