layiq
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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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.
Actual compensation offered will be determined individually, based on a number of job-related factors, including 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, and much more.
Education Requirements
High School Diploma or GED equivalent (minimum required). Bachelor’s degree preferred.
Experience in business, finance, accounting, or a related field is helpful.
Securities licenses (e.g., Series 7, 63/65/66) are a plus.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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