Advisor Compensation Service Representative

Advisor Group; Oakdale (MN); Hybrid; USD 45,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic is hiring a full-time, non-exempt Customer Service Representative to support Advisors with commissions, service inquiries, and processing tasks. The role requires 1–2 years in customer service and strong Microsoft Office and Salesforce skills.

The team operates on a hybrid schedule with in-office presence at hub locations and potential overtime. You will interact with Advisors and their staff, educating on self-service tools and ensuring accurate processing of commission-related

Qualifications

• 1–2 years of customer service or contact center experience.
• Proficiency with Microsoft Word, Excel, Internet Explorer, Outlook, and Teams.
• Excellent communication & organizational skills.
• Strong customer focus and attention to detail.
• Ability to work independently and meet deadlines.
• Must be able to learn quickly and navigate multiple systems.

Responsibilities

• Independently handle simple and complex customer service inquiries via phone, email, and support center (Salesforce).
• Support Advisors with commission-related questions and process transactions.
• Build relationships with Advisors and staff.
• Educate Advisors on online tools and resources to support self-service.
• Investigate and resolve commission-related issues; research discrepancies.
• Meet or exceed quality and productivity standards; collaborate with internal teams as needed.

Skills

Customer service

Communication

Organizational skills

Detail-oriented

Problem solving

Teamwork

Education

High school diploma or equivalent

Tools

Microsoft Word

Excel

Outlook

Teams

Salesforce

Job description

Customer Service Opportunity in Financial Services

Advisor Compensation Service Representative

Location(s)

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type:

Full-time, Non-Exempt

Salary:

$45,000-$50,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://osaic.com/careers

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. 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.

Education Requirements:

High school diploma or equivalent (GED) is required.

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.

Basic 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.

Preferred Requirements:

• 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.

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.