Advisor Compensation Service Representative

Advisor Group•Oakdale, MN

17h•$43,000 - $45,000

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. 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.

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
Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree.
A minimum high school diploma or equivalent is required.

Nice To Haves

2 – 3 Years of Customer Service experience
Advanced skills in Microsoft Excel.
Commission experience or broker/dealer experience preferred

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