Client Success Lead - Financial Services (Remote)

Osaic is looking for a Principal for a customer service role that supports Financial Professionals across the United States. You will validate client documents, maintain electronic files, and ensure high client satisfaction in a collaborative environment. A Bachelor's degree is preferred, along with at least 1-2 years of relevant experience in financial services.

Proficiency in Microsoft Office and strong communication skills are essential. The position offers a competitive salary along with various benefits. #J-18808-Ljbffr