Investment Advisory Support Specialist — Customer Service Pro

Osaic is seeking an Investment Advisory Specialist in Oakdale, MN to join their Investment Advisory Support team. The role involves assisting advisors and clients with operational activities and providing exceptional service through phone support. Candidates should have over 2 years of financial services experience, strong communication skills, and proficiency in CRM systems like Salesforce. This full-time position offers a salary between $52,000-$55,000 annually, along with a performance-based bonus and various benefits including health insurance.
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