Osaic
Advisor Compensation Service Representative
Osaic, Oakdale, Minnesota, United States
Current Employees and Contractors Apply HereOsaic Careers
Customer Service Opportunity in Financial Services Advisor Compensation Service Representative Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic has returned to a hybrid work schedule, so we are seeking candidates prepared to work a split schedule between home and the office. Role Type:
Full time Salary: $35,000 - $44,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits 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.
Current Employees and Contractors Apply Here
Customer Service Opportunity in Financial Services Advisor Compensation Service Representative Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic has returned to a hybrid work schedule, so we are seeking candidates prepared to work a split schedule between home and the office. Role Type:
Full time Salary: $35,000 - $44,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits 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.
Current Employees and Contractors Apply Here