Advisor Compensation Service Representative

Advisor Group•La Vista, MN

2d•Hybrid

About The Position

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. Your contributions will ensure that our Financial Professionals get best-in-class service in every interaction with Osaic. 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. Our team works Monday through Friday schedules, and these positions are eligible for overtime.

Requirements

1 – 2 years of customer service or contact center experience.
Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, and Teams.
Excellent communication & organizational skills.
Quick learner with basic technical skills to efficiently navigate through various systems.
STRONG customer focus orientation.
High attention to detail, analytical mindset, and problem-solving skills.
Be able to work independently and maintain elevated levels of quality.
Self-motivated individual capable of meeting departmental expectations and deadlines
Ability to participate and contribute to a team environment.

Nice To Haves

2+ years' of customer service experience or contact center experience.
Advanced skills in Microsoft Excel.
Commissions’ experience in financial services operations or broker-dealer setting.

Responsibilities

Independently manage both simple and complex customer service inquiries via phone, email, and support center (salesforce), supporting Advisors with commission-related questions.
Build and maintain strong working relationships with Advisors and their administrative staff
Educate Advisors on available online tools and resources to support self-service.
Lead or collaborate with team members to identify, investigate, and resolve commission-related issues.
Conduct research and resolve discrepancies, partnering with internal business units and external product sponsors as needed.
Consistently meet established quality and productivity standards.
Occasionally process commission transactions from third-party entities.
All other duties as assigned.