Advisor Compensation Service Representative

Customer Service Opportunity in Financial Services
Advisor Compensation Service Representative

Location(s):

20 E Thomas Rd, #2000, Phoenix, AZ 85012
2300 Windy Ridge Parkway, Atlanta, GA 30339
7755 Third Street North, Oakdale, MN 55128
10 Exchange Place, Jersey City, NJ 07302
877 Executive Center Drive West, St. Petersburg, FL 33702
12325 Port Grace Boulevard, La Vista, NE 68128

Role Type: Full Time (Hybrid/Remote)

Summary:

As a member of our Commissions Service team, you will support our advisors and your team members in all aspects of commissions, customer service, and processing. You will collaborate with direct team members and team members throughout the organization. We are looking for a driven and motivated individual to join our Commissions Service team. A successful candidate will be able to learn quickly, retain knowledge, multi-task, and have a strong customer service focus.

Responsibilities:

• Independently handle simple and complex customer service telephone calls, email, and Service Net requests from Advisors regarding commission payments.

• Create a strong working relationship with Advisors and their assistants.

• Educates advisors on where to find online information.

• Leads or participates with the team in identifying and resolving commission issues.

• Handles research tasks and error resolution and communicates with other BD departments and outside product sponsors to resolve problems.

• Meet the quality and production goals.

• May occasionally be called upon to process commission transactions from third-party entities.

• All other duties as assigned

Education Requirements:

• H.S. Diploma or equivalent (GED) required

Basic Requirements:

• 1 – 2 Years of Customer Service experience

• Must be proficient in the following: Microsoft Excel, Word, Outlook, and Teams.

• Good written and verbal communication skills

• Able to maintain confidentiality

• Able to learn new systems and processes and retain knowledge

• Team Player

• Attention to detail

• Organizational Skills

• Able to multitask

Preferred Requirements:

• 2 – 3 Years of Customer Service experience

• Advanced skills in Microsoft Excel.

• Commission experience or broker/dealer experience preferred.

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.