Advisor Compensation Service Team Lead

Advisor Group Inc.; Oakdale (MN); Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

Advisor Group Inc. in Oakdale, MN is seeking a full-time Customer Service Team Lead to support our financial services advisors with commissions processing and superior customer service.

The role involves coaching, real-time SME support, escalation handling, and training delivery across the Compensation Phone Service team. Qualified candidates have a high school diploma and 3–5 years of customer service experience, with proficiency in MS Word, Excel, Outlook, and Teams.

Qualifications

• Strong customer service focus with the ability to handle escalations professionally.
• Proficiency with Microsoft Word, Excel, Outlook and Teams.
• Excellent communication and organizational skills.
• Ability to quickly learn, retain, and apply complex information.
• Proven ability to multitask, prioritize, and work in a fast-paced environment.
• Self-motivated with strong communication and collaboration skills.

Responsibilities

• Act as a real-time information and training resource for the Compensation Phone Service team.
• Mentor and coach new and experienced team members; initiate and lead training sessions as needed.
• Serve as the first point of escalation for advisor inquiries and service issues.
• Complete quality assurance reviews to ensure accuracy, compliance, and service standards are met.
• Support advisors and internal teams with commissions processing, customer service, and problem resolution.
• Collaborate with team members and cross-functional partners to ensure consistent service delivery.
• All other duties as assigned.

Skills

Customer service

Coaching

Training

Phone support

Escalation handling

Education

High school diploma or equivalent

Tools

Microsoft Word

Excel

Outlook

Teams

Internet Explorer

Job description

Job Title

Customer Service Opportunity in Financial Services Advisor Compensation Service Team Lead

Location(s)

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

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.

Contract Type

Full-time, Non-Exempt

Salary

$55,000-$65,000 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.

Benefits

• 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. The Team Lead serves as a real‑time subject matter expert and training resource for the Compensation Phone Service staff. This role provides coaching, escalation support, and backup phone coverage while maintaining high‑quality service for advisors and internal partners. Our team works Monday through Friday schedules, and these positions are eligible for overtime.

Education Requirements

Minimum of high school diploma or equivalent is required.

Responsibilities

• Act as a real‑time information and training resource for the Compensation Phone Service team.
• Mentor and coach new and experienced team members; initiate and lead training sessions as needed.
• Serve as the first point of escalation for advisor inquiries and service issues.
• Complete quality assurance reviews to ensure accuracy, compliance, and service standards are met.
• Support advisors and internal teams with commissions processing, customer service, and problem resolution.
• Collaborate with team members and cross‑functional partners to ensure consistent service delivery.
• All other duties as assigned.

Basic Requirements

• Strong customer service focus with the ability to handle escalations professionally.
• Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, Teams.
• Excellent communication & organizational skills.
• Ability to quickly learn, retain, and apply complex information.
• Proven ability to multitask, prioritize, and work in a fast‑paced environment.
• Self‑motivated and driven, with strong communication and collaboration skills.

Preferred Requirements

• Previous broker/dealer experience
• 3-5 years of customer service experience

Additional Information

To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/benefits