Client Services Representative

Osaic is seeking a Customer Services Representative to work remotely or in Connecticut. The full-time role supports over 11,000 Financial Professionals by handling administrative and sales support, including account openings, document reviews, and client liaison work. Responsibilities involve responding to client needs, maintaining electronic records, and ensuring timely transactions. Candidates need a high school diploma or equivalent (bachelor’s preferred) and experience in customer service or financial support.

Source: Himalayas