- Respond to investment executive and client needs, concerns, and questions.
- Assist in account opening process and maintain electronic client files.
- Provide highest level of service and ensure accuracy in transactions.
Osaic
1 open remote positions
Osaic is a financial services firm that supports over 11,000 Financial Professionals across the country. The company offers a collaborative and entrepreneurial culture focused on providing best-in-class service to clients.
Benefits Overview 1 of 1 jobs
401k
(1)
Dental
(1)
Health
(1)
PTO
(1)
Vision
(1)