IA Operations Specialist

Current Employees and Contractors Apply HereOsaic CareersCustomer Service Opportunity in Financial ServicesOsaic Investment Advisory (IWS) Operations SpecialistLocation(s):Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339La Vista:12325 Port Grace Blvd, La Vista, NE 68128Oakdale: 7755 3rd St. N, Oakdale, MN 55128Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702Current Remote Osaic EmployeesOsaic 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-ExemptSalary: $48,000 - $52,000 per year + annual performance-based bonusActual 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:https://careers.osaic.com/Creative/Benefits.Summary:As a member of our Investment Advisory (IWS) Support team, you will assist our advisors, their clients, and other team members in all aspects of operational and service activities for qualifying advisory accounts (WMP), through phone support. You will collaborate with other functions across all aspects and stages of our processes to ensure our advisors and their clients receive exceptional service and support in every interaction with Osaic. Your primary focus will be supporting our products, platforms and processes to respond to our customer's stated and unstated needs.Education Requirements:Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. A minimum high school diploma or equivalent is required.Responsibilities:Provide leading service and support experiences for our advisors while answering questions, researching issues and completing transactionsSupport investment advisory needs dynamically across channels - phone; with product, platform and process knowledge; processing work items and requestsAssist with navigation in advisory platforms including: Envestnet (WMP), as well as core business platforms including IWS & NFS (Wealthscape), etc.Create strong working relationships with advisors, their office staff and peers across the firmDemonstrate critical thinking and problem-solving skills to identify our customers stated and unstated needs to deliver required outcomes with exceptional experienceEducate advisors where to find online information and other self-serve solutionsMeet stated satisfaction, quality and production goalsLog interactions within CRM system for most interactions to capture notes and other relevant information for future support needsKeep up to date on changes to industry and business processesAll other duties as assignedBasic Requirements:2+ years of experience in financial services operations or broker-dealer setting2+ years working in a customer service operation or contact centerProficiency with Microsoft Word, Excel, Internet Explorer, Outlook, PowerPointExcellent communication and organization/multi-tasking skillsA friendly and professional demeanorQuick learner with basic technical skills to efficiently navigate through various systemsStrong customer focus orientationHigh attention to detail, analytical mindset, and problem-solving skillsBe able to work independently and maintain elevated levels of quality and accuracy while under pressureSelf-motivated individual capable of meeting departmental expectations and deadlinesAbility to participate and contribute to a team environmentPreferred Requirements:4+ years of related brokerage experience1+ years of investment advisory experienceExperience with Envestnet / Wealth Management PlatformCompletion of the FINRA SIE exam