Hybrid Compensation Service Team Lead (Financial Services)

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

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.