Advisor Compensation Service Representative

Advisor Group•Oakdale, MN

20d•$42,000 - $47,000•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. 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

Previous customer service experience required.
Ability to identify process challenges and initiate quality improvement.
Ability to establish and maintain effective relationships with customers to gain their trust and respect.
Excellent verbal and written communication.
Adept user of Microsoft Office products.

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.
Educate 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.