Advisor Support Representative

Overview

Customer Service Opportunity in Financial Services

Advisor Support Specialist

Training Class Start Date 11 / 3 / 2025

Location(s) :

• Atlanta : 2300 Windy Ridge Pkwy SE, Suite750, 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. 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 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

Basic Requirements

Preferred Requirements

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