Current Employees and Contractors Apply Here
Osaic Careers
Customer Service Opportunity in Financial Services
Strategic Account Manager
Location(s):
Remote
Role Type:
Full-time, Non-Exempt
Salary: 65,000.00 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:
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 Strategic Accounts team in Operations, you will work closely with our top tier programs, providing white glove service on 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 the Osaic Institutions Strategic Team.
Our Strategic Account Managers receive robust training prior to moving onto the “floor” taking calls and processing transactions for our network of top tier Financial Professionals and Institutions. 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:
Serve as a primary point of contact for assigned delegated programs, ensuring timely and accurate support
Manage day-to-day program activities, including answering phone calls and responding to Service Central tickets
Build and maintain relationships with program stakeholders and internal teams
Conduct client and program calls, providing updates and addressing questions
Process transactions including new accounts, money movements, and account maintenance
Support delegated programs with reporting and system-related requests
Identify and escalate issues as needed to ensure timely resolution
Collaborate with Operations and other teams to support program needs
Provide training and act as a resource to team members, including assisting with questions and sharing knowledge
Basic Requirements:
3+ years of customer service or contact center experience.
Experience with DocuPace system
Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint.
Excellent communication & organizational skills.
Quick learner with basic technical skills to efficiently navigate through various systems.
STRONG customer focus orientation.
High attention to detail, analytical mindset, and problem-solving skills.
Be able to work independently and maintain elevated levels of quality.
Self-motivated individual capable of meeting departmental expectations and deadlines
Ability to participate and contribute to a team environment.
Preferred Requirements:
5+ years' experience in financial services operations or broker-dealer setting.
Bachelor's degree in business, Finance or related field is preferred CRM experience / Salesforce experience.
Completion of FINRA SIE exam.
FINRA Series 7 license, other FINRA licenses.
Current Employees and Contractors Apply Here
Osaic, Inc. is a financial services company that operates through subsidiaries like Highland Capital Brokerage to serve financial advisors and institutional clients. The company specializes in life insurance, annuity, and longevity planning products, offering comprehensive support to help advisors provide best-in-class solutions to their clients. Osaic focuses on exceptional client service and building distribution networks through independent producers and institutional accounts. The company is committed to supporting financial professionals' growth and success while maintaining compliance with industry standards.
