
Investment Advisory Support Specialist — Customer Service Pro
Osaic, Atlanta, GA, United States
Osaic in Atlanta is seeking an Investment Advisory Specialist to join their Investment Advisory Support team. The role involves providing exceptional service and support to advisors and clients, managing operational activities for advisory accounts, and collaborating across functions. Ideal candidates should have at least 2 years in financial services operations, excellent communication skills, and proficiency in Microsoft Office and CRM systems. Familiarity with advisory platforms is a plus. The position offers a salary range of $52,000-$55,000 plus bonus and comprehensive benefits.
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