Osaic

HQ
Scottsdale
Total Offices: 9
2,194 Total Employees
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Osaic Benefits Overview

Compensation + BenefitsWork-Life Balance + WellbeingCareer Growth + DevelopmentCompany Culture

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers occupational accident insurance

Offers disability insurance

Offers supplemental life insurance

Offers accidental death & dismemberment insurance

Provides adoption assistance

Offers generous parental leave

Provides family medical leave

Offers dental insurance

Offers health insurance

Offers mental health benefits

Offers dependent care

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers Health Savings Account (HSA)

Offers performance bonuses

Offers employee discounts

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid holidays

Provides bereavement leave

Offers paid volunteer time

Provides paid sick days

Provides military leave

Career Growth + Development

Provides customized development tracks

Job training & conferences

Provides tuition assistance

Company Culture

Offers a remote work program

Provides free snacks and drinks

Offers legal assistance

Recently posted jobs

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Osaic

Client Services Representative

2 Days AgoSaved
In-Office or Remote
New York, NY, USA
Fintech • Payments • Financial Services
Provides customer-facing operational and transactional support to financial professionals and clients. Responsibilities include responding to inquiries, assisting with account opening, reviewing paperwork, maintaining electronic files, coordinating transactions with clearing firms and fund companies, ensuring regulatory and procedural accuracy, and improving service processes.
Osaic Logo
Osaic

Client Services Representative

8 Days AgoSaved
In-Office or Remote
New York, NY, USA
Fintech • Payments • Financial Services
Provides customer-facing operational and transactional support to financial professionals. Responsibilities include answering questions, supporting account opening, reviewing paperwork, maintaining electronic client files, coordinating transactions with financial institutions, ensuring compliance with procedures and deadlines, and improving processes. Strong communication, organization, multitasking, problem-solving, and client service skills are required. A FINRA Series 7 license and financial services experience are preferred.
Osaic Logo
Osaic

Client Services Representative

8 Days AgoSaved
In-Office or Remote
New York, NY, USA
Fintech • Payments • Financial Services
Provides customer-facing support to financial professionals, handling inquiries, account openings, transaction processing, paperwork review, client documentation, and coordination with clearing firms, fund companies, and carriers. Ensures accurate, timely execution of operational activities, maintains client satisfaction, follows regulatory procedures, and recommends process improvements. Strong communication, organization, multitasking, problem-solving, and attention to detail are required. Financial services experience and FINRA Series 7 licensing are preferred.
see all jobs at Osaic