Customer Service Opportunity in Financial Services
Operations 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
Salary: $52,000- $54,000 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 As a member of the Transaction Verification Team, you will conduct reviews of transactions and initiate contact with end clients for authorization. You will frequently work with multiple parties during the course of handling transactions including operations processors for completeness and financial professionals to assist in making contact with the end client.
The primary responsibility of a verification specialist is to contact clients to verify disbursement requests have been authorized by them and ask additional questions when necessary. You would handle incoming and outgoing calls for client verification or inquiries from Financial Professionals related to verification requirements. To ensure that all verifications are promptly followed up on, you will also record and maintain a record of every contact they handle. Interact with all parties involved in obtaining verification information effectively and competently.
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
Analyze account activity and responses from clients to spot anomalies or patterns that might point to fraud
Facilitate communication with clients via phone or text message when applicable
Facilitate communication with financial professionals when assistance is needed with contacting the client
Confidently validate the identity of the clients
Able to identify keywords or phrases that may indicate fraudulent activity and know when to elevate to AML, CIU, or Elder Issues
Manage incoming calls, outgoing calls, and the voicemail system while splitting duty for both
Handle the verification process each day using dependable and repeatable procedures
Use of various software / financial platforms
Actively support the departmental goals by staying attentive to the phone system queues
Perform required duties within internal applications as appropriate, with high attention to detail and quality
Create a strong working relationship with customers and internal teams
Demonstrates the ability to reach decisions promptly and implement appropriate action, deferring to the manager only when appropriate
All other duties as assigned
Basic Requirements
2+ years of customer service or contact center experience
Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint
Excellent communication & organizational skills
Ability to thrive in a fast paced, entrepreneurial environment
STRONG customer focus orientation
High attention to detail, analytical mindset, and problem-solving skills
Be able to work independently and maintain high levels of quality
Ability to work and remain focused under pressure
Ability to participate and contribute in a team environment
Ability to work additional hours as needed
Preferred Requirements
2+ 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
Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
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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
Salary: $52,000- $54,000 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 As a member of the Transaction Verification Team, you will conduct reviews of transactions and initiate contact with end clients for authorization. You will frequently work with multiple parties during the course of handling transactions including operations processors for completeness and financial professionals to assist in making contact with the end client.
The primary responsibility of a verification specialist is to contact clients to verify disbursement requests have been authorized by them and ask additional questions when necessary. You would handle incoming and outgoing calls for client verification or inquiries from Financial Professionals related to verification requirements. To ensure that all verifications are promptly followed up on, you will also record and maintain a record of every contact they handle. Interact with all parties involved in obtaining verification information effectively and competently.
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
Analyze account activity and responses from clients to spot anomalies or patterns that might point to fraud
Facilitate communication with clients via phone or text message when applicable
Facilitate communication with financial professionals when assistance is needed with contacting the client
Confidently validate the identity of the clients
Able to identify keywords or phrases that may indicate fraudulent activity and know when to elevate to AML, CIU, or Elder Issues
Manage incoming calls, outgoing calls, and the voicemail system while splitting duty for both
Handle the verification process each day using dependable and repeatable procedures
Use of various software / financial platforms
Actively support the departmental goals by staying attentive to the phone system queues
Perform required duties within internal applications as appropriate, with high attention to detail and quality
Create a strong working relationship with customers and internal teams
Demonstrates the ability to reach decisions promptly and implement appropriate action, deferring to the manager only when appropriate
All other duties as assigned
Basic Requirements
2+ years of customer service or contact center experience
Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint
Excellent communication & organizational skills
Ability to thrive in a fast paced, entrepreneurial environment
STRONG customer focus orientation
High attention to detail, analytical mindset, and problem-solving skills
Be able to work independently and maintain high levels of quality
Ability to work and remain focused under pressure
Ability to participate and contribute in a team environment
Ability to work additional hours as needed
Preferred Requirements
2+ 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
Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
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