Hybrid Advisor Compensation Specialist

Advisor Group Inc.; La Vista (NE); 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's La Vista hub is seeking a Customer Service opportunity in Financial Services to support advisors on commissions and service tasks. This full-time role involves handling inquiries by phone, email, and the Salesforce support center, ensuring accurate processing and timely responses.

Candidates should have a high school diploma or GED and 1–2 years of customer service experience, plus proficiency with Word, Excel, Outlook, and Teams.

Qualifications

• 1–2 years of customer service or contact center experience.
• Proficiency with MS Word, Excel, Outlook and Teams.
• Strong communication, organizational skills and attention to detail.

Responsibilities

• Independently manage customer service inquiries via phone, email, and the support center (Salesforce).
• Support Advisors with commission-related questions and processes.
• Build and maintain relationships with Advisors and their staff.
• Educate Advisors on online tools and self-service resources.
• Investigate and resolve commission-related issues in collaboration with teams.
• Ensure quality and productivity standards are met and deadlines are respected.
• Occasionally process commission transactions from third parties.

Skills

Customer Service

Microsoft Word

Microsoft Excel

Outlook

Teams

Communication skills

Education

High School Diploma or GED

Tools

Salesforce

Job description

Osaic's La Vista hub is seeking a Customer Service opportunity in Financial Services to support advisors on commissions and service tasks. This full-time role involves handling inquiries by phone, email, and the Salesforce support center, ensuring accurate processing and timely responses.

Candidates should have a high school diploma or GED and 1–2 years of customer service experience, plus proficiency with Word, Excel, Outlook, and Teams.