Ready to leave - Operations Specialist II Osaic Employee Review

2.0
Oct 25, 2021
Recommend
CEO approval
Business outlook

Pros

They offer great benefits such as personal time off and good insurance.

Cons

Systems are constantly lagging or have errors that prevent you from working Low pay Spend most of your day 1 day a week assisting our team in Philippines but they have the same training as we do but need help with everything All day you receive calls from the call center that assists the financial representatives however they have the same systems we use in processing We are expected to answer calls all day from advisor support while responding to questions in the chat, while also meeting a productivity goal of 40 tickets a day Although you have a considerable amount of time off only 3 people can be off at time and no one can take off during the week of Christmas so most carry time over to the following year

Explore other reviews about Osaic

5.0
Dec 18, 2025
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Remote flexibility, great management on current team.

Cons

I feel as if pay could be better for certain roles.

2.0
Apr 30, 2026
Recommend
CEO approval
Business outlook

Pros

- Unlimited PTO - Health insurance coverage is good (I've had doctors' offices tell me this, but it is pricey and has gone up). - There are good people here, and a lot of talent. But they are so burnt out it's hardly a pro.

Cons

- Layoffs result in overworked, very lean teams who are not fairly compensated for the additional expectations of their roles. - SVP level and upward is very political, and there seems to be a lot of favoritism. - Leadership pays lip service to financial professionals and works to keep the board happy, but they couldn't care less about the employees' wants and needs. Employee complaints are met with a condescending "Maybe you should consider if Osaic is the right place for you." - Wildly unpopular RTO with a crazy mileage radius. The new office also just happens to be in a part of town where the average Osaic employee can't afford to live. Most execs do not live in a home office hub, nor do many SVPs. - Very little career growth opportunity. Title changes and raises take years to be processed, and employees are given the run around. - HR is never your friend, but especially HR at Osaic. There were good, intelligent, well-meaning people at this company once. But most have been run off. I'm still unclear as to why. It used to be a better-than-average place to work, but it's declined pretty rapidly over the last 2-3 years.

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