Service Advisor Jobs

About The Position

Requirements

• High school diploma or GED.
• 1–3+ years of experience in commission processing, financial operations, or a related field.
• Proficiency in Microsoft Office applications, including Excel, Word, Outlook, and Teams.
• Strong attention to detail and excellent analytical and problem-solving skills.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Strong written and verbal communication skills.
• Ability to maintain confidentiality and handle sensitive financial data.
• Self-motivation and ability to work independently and as part of a team.
• Strong organizational skills and a high level of accuracy in work output.

Nice To Haves

• Bachelor’s degree in business, finance, or a related field.
• 2–4 years of experience in financial services operations or a broker-dealer environment.
• Advanced Microsoft Excel skills, such as pivot tables, formulas, and data analysis.
• Experience with commission systems, payroll processing, or transaction processing platforms.
• Familiarity with industry regulations and commission processing best practices.
• Experience supporting system enhancements, quality control, or process improvement initiatives.

Responsibilities

• Compile, process, and maintain commission transactions, including coding, adjustments, and reconciliations.
• Prepare, input, and track commission batches received from sponsors and representatives.
• Perform quality control on transactions and data to ensure accuracy and compliance with company standards.
• Research and resolve discrepancies related to commission statements, payments, and account activity.
• Support weekly compensation and payroll processing activities.
• Maintain accurate records and documentation to support audit and compliance requirements.
• Collaborate with internal teams and external partners to resolve issues and support operational workflows.
• Assist with escalations, priority requests, and time-sensitive processing tasks.
• Contribute to process improvement initiatives and support system enhancements as needed.
• Perform other duties as assigned.

Benefits

• Health insurance
• Vision insurance
• Dental insurance
• 401(k)
• Paid time away
• Volunteer days
• Annual performance-based bonus