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Remote Investment Advisory Support Specialist

Remote / Online - Candidates ideally in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: Osaic
Remote/Work from Home position
Listed on 2026-01-30
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services provider is seeking an Investment Advisory Specialist. This role involves supporting advisors and clients, ensuring exceptional service through phone support, and handling various operational tasks. Candidates should have at least 2 years in financial services and customer service, along with proficiency in relevant software. The job offers a salary range of $40, with performance-based bonuses and requires strong communication skills in a dynamic environment.
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