layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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- Employment
- full time
Employer job description
From Osaic's posting. “We” and “our” refer to the employer.
Current Employees and Contractors Apply Here
Osaic Careers
- Client Service Assistant
- Location(s): 35 Cherry Hill Rd., Morgantown, WV 26508
- Role Type: Full-time
- Salary: $40,000 - $55,000 per year + annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits .
Summary:
The Client Service Assistant provides comprehensive support to clients, advisors, and firm leadership by combining client service, administrative assistance, and financial planning support. This role helps deliver an exceptional client experience, coordinates advisor activities, and supports financial planning initiatives.