Boston, MA · On-site
$65K - $75K/yr
Osaic Benefits. Summary: Join us as we launch an exciting new advisory team backed by the strength ... Serve as a primary point of contact for clients, providing timely, professional support via phone ...
Boston, MA · On-site
$65K - $75K/yr
Osaic Benefits. Summary: Join us as we launch an exciting new advisory team backed by the strength ... Serve as a primary point of contact for clients, providing timely, professional support via phone ...
Scottsdale, AZ · Hybrid
$60K - $65K/yr
These are not sales roles, rather they are truly support and education experts. Our teams work ... Service representatives for the Osaic Network * Field inquiries regarding mutual fund procedures ...
Scottsdale, AZ · Hybrid
$60K - $65K/yr
These are not sales roles, rather they are truly support and education experts. Our teams work ... Service representatives for the Osaic Network * Field inquiries regarding mutual fund procedures ...
Oakdale, MN · Hybrid
$60K - $65K/yr
These are not sales roles, rather they are truly support and education experts. Our teams work ... Service representatives for the Osaic Network * Field inquiries regarding mutual fund procedures ...
Oakdale, MN · Hybrid
$60K - $65K/yr
These are not sales roles, rather they are truly support and education experts. Our teams work ... Service representatives for the Osaic Network * Field inquiries regarding mutual fund procedures ...
La Vista, NE · Hybrid
$53K - $62K/yr
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the ... Software support - Configure, reload, update and troubleshoot all company-approved software.
La Vista, NE · Hybrid
$53K - $62K/yr
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the ... Software support - Configure, reload, update and troubleshoot all company-approved software.
$65K - $75K/yr
Osaic Benefits. Summary: Join us as we launch an exciting new advisory team backed by the strength ... Serve as a primary point of contact for clients, providing timely, professional support via phone ...
$65K - $75K/yr
Osaic Benefits. Summary: Join us as we launch an exciting new advisory team backed by the strength ... Serve as a primary point of contact for clients, providing timely, professional support via phone ...
Scottsdale, AZ · Hybrid
$80K - $100K/yr
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the ... Reporting to the Director of Tax, the Income Tax Analyst will provide income tax support for ...
Scottsdale, AZ · Hybrid
$80K - $100K/yr
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the ... Reporting to the Director of Tax, the Income Tax Analyst will provide income tax support for ...
Atlanta, GA · Hybrid
$60K - $65K/yr
These are not sales roles, rather they are truly support and education experts. Our teams work ... Service representatives for the Osaic Network * Field inquiries regarding mutual fund procedures ...
Atlanta, GA · Hybrid
$60K - $65K/yr
These are not sales roles, rather they are truly support and education experts. Our teams work ... Service representatives for the Osaic Network * Field inquiries regarding mutual fund procedures ...
Atlanta, GA · Hybrid
$80K - $100K/yr
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the ... Reporting to the Director of Tax, the Income Tax Analyst will provide income tax support for ...
Atlanta, GA · Hybrid
$80K - $100K/yr
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the ... Reporting to the Director of Tax, the Income Tax Analyst will provide income tax support for ...
Oakdale, MN · Hybrid
$80K - $100K/yr
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the ... Reporting to the Director of Tax, the Income Tax Analyst will provide income tax support for ...
Oakdale, MN · Hybrid
$80K - $100K/yr
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the ... Reporting to the Director of Tax, the Income Tax Analyst will provide income tax support for ...
Atlanta, GA · Hybrid
$80K - $100K/yr
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the ... support for compliance, provision, and other tax reporting needs. This position requires an ...
Atlanta, GA · Hybrid
$80K - $100K/yr
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the ... support for compliance, provision, and other tax reporting needs. This position requires an ...
La Vista, NE · Hybrid
$60K - $65K/yr
These are not sales roles, rather they are truly support and education experts. Our teams work ... Service representatives for the Osaic Network * Field inquiries regarding mutual fund procedures ...
La Vista, NE · Hybrid
$60K - $65K/yr
These are not sales roles, rather they are truly support and education experts. Our teams work ... Service representatives for the Osaic Network * Field inquiries regarding mutual fund procedures ...
La Vista, NE · Hybrid
$80K - $100K/yr
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the ... Reporting to the Director of Tax, the Income Tax Analyst will provide income tax support for ...
La Vista, NE · Hybrid
$80K - $100K/yr
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the ... Reporting to the Director of Tax, the Income Tax Analyst will provide income tax support for ...
Oakdale, MN · Hybrid
$60K - $65K/yr
These are not sales roles, rather they are truly support and education experts. Our teams work ... Service representatives for the Osaic Network * Field inquiries regarding mutual fund procedures ...
Oakdale, MN · Hybrid
$60K - $65K/yr
These are not sales roles, rather they are truly support and education experts. Our teams work ... Service representatives for the Osaic Network * Field inquiries regarding mutual fund procedures ...
Saint Petersburg, FL · Hybrid
$80K - $100K/yr
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the ... Reporting to the Director of Tax, the Income Tax Analyst will provide income tax support for ...
Saint Petersburg, FL · Hybrid
$80K - $100K/yr
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the ... Reporting to the Director of Tax, the Income Tax Analyst will provide income tax support for ...
La Vista, NE · Hybrid
$53K - $62K/yr
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the ... Hardware support - Investigate, resolve, manage, and inventory all department responsible devices.
La Vista, NE · Hybrid
$53K - $62K/yr
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the ... Hardware support - Investigate, resolve, manage, and inventory all department responsible devices.
Petersburg, VA · Hybrid
$60K - $65K/yr
These are not sales roles, rather they are truly support and education experts. Our teams work ... Service representatives for the Osaic Network * Field inquiries regarding mutual fund procedures ...
Petersburg, VA · Hybrid
$60K - $65K/yr
These are not sales roles, rather they are truly support and education experts. Our teams work ... Service representatives for the Osaic Network * Field inquiries regarding mutual fund procedures ...
Atlanta, GA · Hybrid
$60K - $65K/yr
These are not sales roles, rather they are truly support and education experts. Our teams work ... Service representatives for the Osaic Network * Field inquiries regarding mutual fund procedures ...
Atlanta, GA · Hybrid
$60K - $65K/yr
These are not sales roles, rather they are truly support and education experts. Our teams work ... Service representatives for the Osaic Network * Field inquiries regarding mutual fund procedures ...
$140K - $155K/yr
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the ... Support financial professionals through change management initiatives, including technology ...
$140K - $155K/yr
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the ... Support financial professionals through change management initiatives, including technology ...
$140K - $155K/yr
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the ... Support financial professionals through change management initiatives, including technology ...
$140K - $155K/yr
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the ... Support financial professionals through change management initiatives, including technology ...
$140K - $155K/yr
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the ... Support financial professionals through change management initiatives, including technology ...
$140K - $155K/yr
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the ... Support financial professionals through change management initiatives, including technology ...
Do workers at Osaic get paid breaks?
Does Osaic pay people when they’re sick?
At Osaic, are sick days and vacation days separate paid time off?
Do people get paid time off at Osaic?
Do workers at Osaic worry about hours?
How easy is it to get time off at Osaic?
Do Osaic managers change schedules at the last minute?
Do jobs at Osaic spill into time workers aren’t paid for?
How easy is it to take sick days at Osaic?
Do people at Osaic feel treated with respect by their managers?
Do people at Osaic get to take their breaks without interruption?
Is it stressful to work at Osaic?
Do people at Osaic enjoy their jobs?
Do people at Osaic recommend working with their team?
Do people get enough training when they start at Osaic?
Do people get support to advance at Osaic?
Do people think Osaic’s headquarters understands what’s happening where they work?
Do workers feel well informed about how Osaic is doing?
$65K - $75K/yr
Other
Medical, Dental, Vision, Retirement
Posted 21 days ago
8.1
Based on 12 frontline employees who took The Breakroom Quiz
Client Service Wealth Associate
Location(s): Boston - 175 Federal St., Boston, MA 02110
Role Type: Full-time, Non-Exempt
Salary: $65,000-$75,000 annually + eligibility for an annual 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:
Join us as we launch an exciting new advisory team backed by the strength and trusted reputation of Osaic Wealth. We are seeking a client-focused financial services professional who excels in delivering exceptional service, ensuring accurate account management, and supporting operational excellence.
In this role, you will serve as a primary point of contact for retail investment clients-guiding them through account needs, onboarding processes, and documentation requirements. You will partner closely with internal teams and Wealth Consultants to create a seamless, highquality client experience from start to finish.
Education & Licensing Requirements:
High school diploma or GED required
Bachelor's degree or coursework in Business, Finance, Economics, Accounting, or related fields preferred
FINRA SIE, Series 6, Series 63, and Series 65 or 66 required, or must be obtained within:
60 days of hire: SIE, Series 6, and Series 63
90 days of hire: Series 65 or 66
Series 7 preferred
Responsibilities:
Serve as a primary point of contact for clients, providing timely, professional support via phone, email, and video appointments. Offer clear guidance and education on account-related topics to ensure an exceptional experience.
Assist clients with account openings, transfers, transactions, and ongoing maintenance while adhering to all firm and regulatory compliance requirements.
Prepare, review, and maintain accurate account documentation, including proposals, forms, statements, and performance reports, ensuring all information is complete and compliant.
Collaborate closely with Wealth Consultants and internal business partners to support the delivery of customized financial solutions and highquality service.
Lead the onboarding process for new clients, ensuring a smooth transition, clear communication, and proper account setup and documentation.
Address client questions and concerns promptly; identify solutions and escalate complex matters as needed to ensure timely resolution.
Provide essential administrative support, including scheduling appointments, maintaining organized and current client records, preparing internal and client-facing reports, and supporting daily office operations.
Basic Requirements:
1-3+ years of experience in the financial services industry, ideally in client service, operations, or a wealth management support role.
Strong clientcentric mindset with a commitment to delivering exceptional service.
Excellent verbal and written communication skills, including a polished phone presence and the ability to clearly explain financial concepts.
Demonstrated experience supporting client account activities: openings, transfers, transactions, documentation review, and ongoing maintenance.
Strong problemsolving skills and sound judgment, with the ability to resolve issues or escalate as appropriate.
Proficiency with CRM/document management systems, video meeting tools, and Microsoft Office (or equivalent).
Preferred Requirements:
Background in retail investments or wealth management
Familiarity with KYC standards, documentation processes, and internal control/compliance requirements
Sourced by ZipRecruiter
Finance and insurance
1,001 - 5,000 Employees
Phoenix, AZ, US
2016
