Advisor Compensation Service Representative

advisorgroup; 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 seeking a Customer Service Representative to join our Commissions Service team in Minnesota. The role supports advisors with commission questions and processing on a full-time, non-exempt basis at the Oakdale hub, with a hybrid schedule that requires four days in the office.

The position emphasizes strong communication, attention to detail, and the ability to learn quickly while handling inquiries via phone, email, and Salesforce.

Qualifications

• High school diploma or equivalent (GED) is required.
• 1-2 years of customer service or contact center experience.

Responsibilities

• Independently manage both simple and complex customer service inquiries via phone, email, and support center (Salesforce).
• Support 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.

Skills

Customer service

Communication skills

Organizational skills

Attention to detail

Analytical thinking

Problem-solving

Independence

Team collaboration

Self-motivation

Education

High school diploma or GED

Tools

Microsoft Word

Excel

Internet Explorer

Outlook

Teams

Job description

Osaic Careers

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.

Customer Service Opportunity in Financial Services Advisor Compensation Service Representative

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.

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.