Osaic Careers
Customer Service Opportunity in Financial Services
Advisor Compensation Service Representative
Location(s) :
Atlanta : 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
La Vista : 12325 Port Grace Blvd, La Vista, NE 68128
Oakdale : 7755 3rd St. N, Oakdale, MN 55128
Scottsdale : 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
St. Petersburg : 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702
Osaic has returned to a hybrid work schedule, so we are seeking candidates prepared to work a split schedule between home and the office.
Role Type : Full time
Salary : $35,000 - $44,000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
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.
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.
Responsibilities :
Independently handle simple and complex customer service telephone calls, email, and Service Net requests from Advisors regarding commission payments.
Create a strong working relationship with Advisors and their assistants.
Educates advisors on where to find online information.
Leads or participates with the team in identifying and resolving commission issues.
Handles research tasks and error resolution and communicates with other BD departments and outside product sponsors to resolve problems.
Meet the quality and production goals.
May occasionally be called upon to process commission transactions from third-party entities.
All other duties as assigned
Education Requirements :
H.S. Diploma or equivalent (GED) required
Basic Requirements :
1 2 Years of Customer Service experience
Must be proficient in the following : Microsoft Excel, Word, Outlook, and Teams.
Good written and verbal communication skills
Able to maintain confidentiality
Able to learn new systems and processes and retain knowledge
Team Player
Attention to detail
Organizational Skills
Able to multitask
Preferred Requirements :
2 3 Years of Customer Service experience
Advanced skills in Microsoft Excel.
Commission experience or broker / dealer experience preferred.
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