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60 Osaic Service Representative Jobs Hiring Near You

Osaic

IA Processing Specialist

Scottsdale, AZ · Hybrid

$48K - $50K/yr

W, Suite 300, St. Petersburg, FL 33702 Osaic has returned to the office on a hybrid schedule ... Customer Service Representative, Back Office Operations Responsibilities: * Process incoming ...

Osaic

IA Processing Specialist

Atlanta, GA · Hybrid

$48K - $50K/yr

W, Suite 300, St. Petersburg, FL 33702 Osaic has returned to the office on a hybrid schedule ... Customer Service Representative, Back Office Operations Responsibilities: * Process incoming ...

Osaic

IA Processing Specialist

La Vista, NE · Hybrid

$48K - $50K/yr

W, Suite 300, St. Petersburg, FL 33702 Osaic has returned to the office on a hybrid schedule ... Customer Service Representative, Back Office Operations Responsibilities: * Process incoming ...

Osaic

Trader, Operations

Scottsdale, AZ · Hybrid

$60K - $65K/yr

Service representatives for the Osaic Network * Field inquiries regarding mutual fund procedures and charges * Process and facilitate mutual fund transactions from representatives * Act as liaison ...

Osaic

Trader, Operations

Oakdale, MN · Hybrid

$60K - $65K/yr

Service representatives for the Osaic Network * Field inquiries regarding mutual fund procedures and charges * Process and facilitate mutual fund transactions from representatives * Act as liaison ...

Osaic

Trader, Operations

Atlanta, GA · Hybrid

$60K - $65K/yr

Service representatives for the Osaic Network * Field inquiries regarding mutual fund procedures and charges * Process and facilitate mutual fund transactions from representatives * Act as liaison ...

Osaic

Trader, Operations

Oakdale, MN · Hybrid

$60K - $65K/yr

Service representatives for the Osaic Network * Field inquiries regarding mutual fund procedures and charges * Process and facilitate mutual fund transactions from representatives * Act as liaison ...

Osaic

Trader, Operations

La Vista, NE · Hybrid

$60K - $65K/yr

Service representatives for the Osaic Network * Field inquiries regarding mutual fund procedures and charges * Process and facilitate mutual fund transactions from representatives * Act as liaison ...

Osaic

IA Processing Specialist

Oakdale, MN · Hybrid

$48K - $50K/yr

W, Suite 300, St. Petersburg, FL 33702 Osaic has returned to the office on a hybrid schedule ... Customer Service Representative, Back Office Operations Responsibilities: * Process incoming ...

Osaic

Trader, Operations

Petersburg, VA · Hybrid

$60K - $65K/yr

Service representatives for the Osaic Network * Field inquiries regarding mutual fund procedures and charges * Process and facilitate mutual fund transactions from representatives * Act as liaison ...

Osaic

Trader, Operations

Atlanta, GA · Hybrid

$60K - $65K/yr

Service representatives for the Osaic Network * Field inquiries regarding mutual fund procedures and charges * Process and facilitate mutual fund transactions from representatives * Act as liaison ...

Osaic

IA Processing Specialist

Atlanta, GA · Hybrid

$53K - $55K/yr

... Advisor, Support Representative, Customer Service Representative, Back Office Operations ... Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for ...

Osaic

IA Processing Specialist

Saint Petersburg, FL · Hybrid

$48K - $50K/yr

... Service Representative, Back Office Operations Responsibilities: · Process billing-related ... Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for ...

Osaic

IA Processing Specialist

Atlanta, GA · Hybrid

$48K - $50K/yr

... Service Representative, Back Office Operations Responsibilities: · Process billing-related ... Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for ...

Osaic

IA Processing Specialist

Oakdale, MN · Hybrid

$48K - $50K/yr

... Service Representative, Back Office Operations Responsibilities: · Process billing-related ... Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for ...

Osaic

IA Processing Specialist

Saint Petersburg, FL · Hybrid

$53K - $55K/yr

... Advisor, Support Representative, Customer Service Representative, Back Office Operations ... Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for ...

Osaic

IA Processing Specialist

Scottsdale, AZ · Hybrid

$48K - $50K/yr

... Service Representative, Back Office Operations Responsibilities: · Process billing-related ... Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for ...

Osaic

Trader, Operations

Scottsdale, AZ · Hybrid

$60K - $65K/yr

Service representatives for the Osaic Network * Field inquiries regarding mutual fund procedures and charges * Process and facilitate mutual fund transactions from representatives * Act as liaison ...

Osaic

Trader, Operations

La Vista, NE · Hybrid

$60K - $65K/yr

Service representatives for the Osaic Network * Field inquiries regarding mutual fund procedures and charges * Process and facilitate mutual fund transactions from representatives * Act as liaison ...

Osaic

IA Processing Specialist

Oakdale, MN · Hybrid

$53K - $55K/yr

... Advisor, Support Representative, Customer Service Representative, Back Office Operations ... Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for ...

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Osaic Jobs Information

Do workers at Osaic get paid breaks?

Yes. Most people get paid breaks.
88% of people say they get paid breaks.
Based on data from 8 people who took the Breakroom Quiz between November 2024 and March 2026.

Does Osaic pay people when they’re sick?

Yes. Most people get paid when they’re sick.
100% of people say they would get paid if they were sick but scheduled to work.
Based on data from 12 people who took the Breakroom Quiz between November 2024 and March 2026.

At Osaic, are sick days and vacation days separate paid time off?

Sick days and vacation days are used from the same paid time off.
71% of people say they have to use vacation days when they’re out sick.
Based on data from 7 people who took the Breakroom Quiz between September 2025 and March 2026.

Do people get paid time off at Osaic?

Most people get paid time off work.
100% of people say they get paid time off.
Based on data from 7 people who took the Breakroom Quiz between September 2025 and March 2026.

Do workers at Osaic worry about hours?

Most people don’t worry about getting enough hours.
100% of people report they don’t worry about getting enough hours.
Based on data from 5 people who took the Breakroom Quiz between November 2024 and January 2026.

How easy is it to get time off at Osaic?

Most people find it easy to get time off.
83% of people report it’s easy to get time off.
Based on data from 12 people who took the Breakroom Quiz between November 2024 and March 2026.

Do Osaic managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 5 people who took the Breakroom Quiz between November 2024 and January 2026.

Do jobs at Osaic spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
20% of people report that their job takes up time that they don’t get paid for.
Based on data from 5 people who took the Breakroom Quiz between November 2024 and January 2026.

How easy is it to take sick days at Osaic?

Most people find it easy to take sick days.
92% of people report that it’s easy to take time off if they are sick.
Based on data from 12 people who took the Breakroom Quiz between November 2024 and March 2026.

Do people at Osaic feel treated with respect by their managers?

Most people feel treated with respect by their managers.
83% of people say they’re treated with respect by their managers.
Based on data from 12 people who took the Breakroom Quiz between November 2024 and March 2026.

Do people at Osaic get to take their breaks without interruption?

Most people get breaks without interruption.
82% of people report that they get to take their breaks without interruption.
Based on data from 11 people who took the Breakroom Quiz between November 2024 and March 2026.

Is it stressful to work at Osaic?

Most people feel stressed out here.
75% of people say they often feel stressed out at work.
Based on data from 12 people who took the Breakroom Quiz between November 2024 and March 2026.

Do people at Osaic enjoy their jobs?

Most people enjoy their job.
67% of people report they enjoy their job.
Based on data from 9 people who took the Breakroom Quiz between November 2024 and March 2026.

Do people at Osaic recommend working with their team?

Not many people recommend working with their team.
75% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 12 people who took the Breakroom Quiz between November 2024 and March 2026.

Do people get enough training when they start at Osaic?

Some people didn’t get enough training when they started.
45% of people report they didn’t get enough training when they started working here.
Based on data from 11 people who took the Breakroom Quiz between November 2024 and March 2026.

Do people get support to advance at Osaic?

Only some people are given support to advance their career here.
In the last year, 45% of people report not being given support to advance their career here.
Based on data from 11 people who took the Breakroom Quiz between November 2024 and March 2026.

Do people think Osaic’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
83% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 12 people who took the Breakroom Quiz between November 2024 and March 2026.

Do workers feel well informed about how Osaic is doing?

Most people don’t feel well informed about how the company is doing.
82% of people feel that they aren’t kept well informed about how the company is doing as a whole.
Based on data from 11 people who took the Breakroom Quiz between November 2024 and March 2026.
What other companies are hiring for Service Representative jobs?
What are the most popular jobs at Osaic?
What are the most popular categories at Osaic?
Infographic showing various Service Representative job openings at Osaic in the United States as of August 2026, with employment types broken down into 96% Full Time, and 4% Part Time. Highlights an 26% Physical, 71% Hybrid, and 3% Remote job distribution.

IA Processing Specialist

Osaic

Scottsdale, AZ • Hybrid

$48K - $50K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 12 days ago

Osaic rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

Current Employees and Contractors Apply HereOsaic Careers

Investment Advisory Processing Specialist

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 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: $48,000-$50,000 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:

The Investment Advisory Processing Specialist uses comprehensive Investment Advisory and Broker dealer knowledge to complete processing tasks specific to advisory accounts. You will facilitate the opening and maintaining of the accounts on specialized advisory programs that include the Wealth Management Platform (WMP). You will utilize a ticketing system to complete requests sent from Financial Professionals (FP) and correspond through Support Center, email or direct phone calls. You will collaborate with other departments and work directly with Envestnet to find solutions. You will also work closely with the IA Support team to find opportunities to support, provide feedback, and improve processes.

Keys: Financial Services, Investment Advisory, WMP (Envestnet), Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations

Responsibilities:

  • Process incoming request that related to Investment Advisory.
  • Complete incoming request timely and accurately.
  • Ability to Pay close attention to detail
  • Driven to meet and exceed deadlines
  • Can work independently
  • Ability to organize, prioritize and handle multiple tasks within established timeframe.
  • Communicate professionally in writing or verbally with coworkers and FPs.
  • Can solve problems while considering company policies/procedures.
  • Create strong working relationships with advisors, their office staff, and peers across the firm.
  • Exercise judgment to avoid escalations.
  • Communicate and partner with others within the Osaic to resolve concerns and issues.
  • Analyze problems, take ownership of issues, and follow through to resolution.
  • Meet stated satisfaction, quality, and production goals.
  • Continuously learn and be flexible with industry changes

Education Requirements:

  • High School Diploma or GED required
  • Bachelor's degree in business, Finance or related field is preferred

Basic Requirements:

  • Minimum 1 years' experience of brokerage experience
  • Minimum 1 year providing customer service; including, proven results in bringing solutions to challenging issues experience.
  • Proficient with NetX360, Wealth Management Platform, Streetscape, SalesForce, Windows Microsoft Excel, Word, Outlook and Internet
  • Ability to verbally communicate effectively with the Advisors regarding service issues.
  • Ability to read and interpret company policies, operations manuals, Pershing manuals, and technical guides.

Preferred Requirements:

  • 1+ years of investment advisory support experience
  • Completion of the FINRA SIE exam
  • FINRA Series 7
  • Experience with Envestnet / Wealth Management Platform
Current Employees and Contractors Apply Here

What Osaic employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016

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