Know ATS Score
CV/Résumé Score
  • Expertini Resume Scoring: Our Semantic Matching Algorithm evaluates your CV/Résumé before you apply for this job role: Client Service Representative.
United States Jobs Expertini

Urgent! Client Service Representative Job Opening In Atlanta – Now Hiring Advisor Group

Client Service Representative



Job description

Osaic Careers

Administrative Support Opportunity in Financial Services

Client Service Representative

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

Salary: $42,750 - $57,000 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.

Summary:

The Client Service Associate is responsible for performing a variety of administrative and sales support activities for Osaic Institutions clients in conformance with established Osaic Institutions objectives, policies, and procedures.

This entry-level role offers a strong foundation for growth within the organization.

Education Requirements:

  • Minimum of a High School Diploma or equivalent (GED) required.
  • Responsibilities:

  • Respond to Investment executive and client needs, concerns, and questions.
  • Responsible for attention to established policies and procedures to ensure accuracy of execution and timeliness with respect to market deadlines.
  • Assist in the account opening process.
  • Performs initial check of paperwork for accuracy and completeness.
  • Acts as a liaison between the investment executive and clearing firm, fund company, and carrier to allow transactions to flow without interruption or delay.
  • Maintains electronic client files and documentation on proprietary web-based software.
  • Provides the highest level of service and responsiveness to customers.
  • Ensures client satisfaction continues to be a distinguishing selling point for Osaic Institutions in the market space.
  • Suggests and implements new policies and procedures based on business and regulatory changes.
  • Other duties as assigned
  • Basic Requirements:

  • Strong verbal and written communication skills.
  • Client service oriented.
  • Ability to quickly learn and apply new information.
  • Ability to handle multiple tasks simultaneously.
  • Detail-oriented.
  • Excellent organizational skills.
  • Ability to work independently.
  • Excellent problem-solving skills.
  • Time management skills.
  • Preferred Requirements:

  • FINRA Series 7 license.
  • Prior customer service experience.
  • Financial services experience.

  • Required Skill Profession

    Information And Record Clerks



    Your Complete Job Search Toolkit

    ✨ Smart • Intelligent • Private • Secure

    Start Using Our Tools

    Join thousands of professionals who've advanced their careers with our platform

    Rate or Report This Job
    If you feel this job is inaccurate or spam kindly report to us using below form.
    Please Note: This is NOT a job application form.


      Unlock Your Client Service Potential: Insight & Career Growth Guide


    • Real-time Client Service Jobs Trends in Atlanta, United States (Graphical Representation)

      Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for Client Service in Atlanta, United States using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 134514 jobs in United States and 793 jobs in Atlanta. This comprehensive analysis highlights market share and opportunities for professionals in Client Service roles. These dynamic trends provide a better understanding of the job market landscape in these regions.

    • Are You Looking for Client Service Representative Job?

      Great news! is currently hiring and seeking a Client Service Representative to join their team. Feel free to download the job details.

      Wait no longer! Are you also interested in exploring similar jobs? Search now: .

    • The Work Culture

      An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Advisor Group adheres to the cultural norms as outlined by Expertini.

      The fundamental ethical values are:
      • 1. Independence
      • 2. Loyalty
      • 3. Impartiality
      • 4. Integrity
      • 5. Accountability
      • 6. Respect for human rights
      • 7. Obeying United States laws and regulations
    • What Is the Average Salary Range for Client Service Representative Positions?

      The average salary range for a varies, but the pay scale is rated "Standard" in Atlanta. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

    • What Are the Key Qualifications for Client Service Representative?

      Key qualifications for Client Service Representative typically include Information And Record Clerks and a list of qualifications and expertise as mentioned in the job specification. Be sure to check the specific job listing for detailed requirements and qualifications.

    • How Can I Improve My Chances of Getting Hired for Client Service Representative?

      To improve your chances of getting hired for Client Service Representative, consider enhancing your skills. Check your CV/Résumé Score with our free Tool. We have an in-built Resume Scoring tool that gives you the matching score for each job based on your CV/Résumé once it is uploaded. This can help you align your CV/Résumé according to the job requirements and enhance your skills if needed.

    • Interview Tips for Client Service Representative Job Success
      Advisor Group interview tips for Client Service Representative

      Here are some tips to help you prepare for and ace your job interview:

      Before the Interview:
      • Research: Learn about the Advisor Group's mission, values, products, and the specific job requirements and get further information about
      • Other Openings
      • Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.
      • Dress Professionally: Choose attire appropriate for the company culture.
      • Prepare Questions: Show your interest by having thoughtful questions for the interviewer.
      • Plan Your Commute: Allow ample time to arrive on time and avoid feeling rushed.
      During the Interview:
      • Be Punctual: Arrive on time to demonstrate professionalism and respect.
      • Make a Great First Impression: Greet the interviewer with a handshake, smile, and eye contact.
      • Confidence and Enthusiasm: Project a positive attitude and show your genuine interest in the opportunity.
      • Answer Thoughtfully: Listen carefully, take a moment to formulate clear and concise responses. Highlight relevant skills and experiences using the STAR method.
      • Ask Prepared Questions: Demonstrate curiosity and engagement with the role and company.
      • Follow Up: Send a thank-you email to the interviewer within 24 hours.
      Additional Tips:
      • Be Yourself: Let your personality shine through while maintaining professionalism.
      • Be Honest: Don't exaggerate your skills or experience.
      • Be Positive: Focus on your strengths and accomplishments.
      • Body Language: Maintain good posture, avoid fidgeting, and make eye contact.
      • Turn Off Phone: Avoid distractions during the interview.
      Final Thought:

      To prepare for your Client Service Representative interview at Advisor Group, research the company, understand the job requirements, and practice common interview questions.

      Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the Advisor Group's products or services and be prepared to discuss how you can contribute to their success.

      By following these tips, you can increase your chances of making a positive impression and landing the job!

    • How to Set Up Job Alerts for Client Service Representative Positions

      Setting up job alerts for Client Service Representative is easy with United States Jobs Expertini. Simply visit our job alerts page here, enter your preferred job title and location, and choose how often you want to receive notifications. You'll get the latest job openings sent directly to your email for FREE!