Client Service Specialist
Branfordonsitemid$65K – $75K
Posted 2w ago · via Workday
About this role
Current Employees and Contractors Apply Here Osaic Careers Client Service Specialist The Client Service Specialist within the Bard Financial Group provides day-to-day administrative and service support to clients and advisors, ensuring accurate processing, responsive service, and timely follow-through. As a growing advisory firm managing approximately $1.2B in assets, Bard Financial offers a collaborative, close-knit environment where employees can make a meaningful impact, while also benefiting from the resources, technology, and long-term stability of Osaic’s Empowered Independence platform. This position offers the potential to grow into a broader office manager role as business needs evolve.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Branford. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
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teams
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