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.
Advisor Compensation Service Representative
Advisor Compensation Service Representative. 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. Independently handle simple and complex customer service telephone calls, email, and Service ...
Tax Expert - CPA or EA - Work from Home
As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you will be working toward ad...
Insurance Agent / Benefits Advisor - Work from Home
Remote position (Work from home). Comfortable working remotely and independently. ...
Work from Home - English Writing Evaluator
Are you an experienced English writer who would like to lend your expertise to train AI models?</strong></p><p><strong>About the opportunity:</strong></p><ul><li>Outlier is looking for talented writers with fluency in English to help train generative a...
Part Time - Sales Representative - Entry Level
Vector Marketing is filling immediate openings for part-time sales reps. Previous experience and knowledge of kitchen tools or sales isn’t needed. This entry level sales position is a great fit for people who are looking for part time flexible work opportunity. If you think you would be a grea...
Customer Service Representative I
This position will provide a variety of services to customers over the telephone, in-person and electronically answering questions, providing information, collecting fees and payments, etc. Provide customer service primarily over the telephone, by electronic correspondence, in person and/or online. ...
Senior Compensation Analyst
A company is looking for a Senior Compensation Analyst responsible for supporting the organization's compensation strategy. ...
Customer Service Engineer (System Administrator) (ESOM)
ITC) is seeking an experienced Customer Service Engineer (System Administrator) to support our VA-ESOM- End Point Support and Operations Monitoring contract across the United States. A Customer Service Engineer is able to quickly respond to end user requests for assistance when existing manuals and ...
Customer Service
Customer Service Representative Domino's NOW HIRING NEW SMILES Are you a self starter and LOVES pizza? WE ARE THE PLACE FOR YOU. Qualified applicant must be 16 years old, great communication skills, energenic, enjoys a fun enviroment, and interacts with customers. ...
Sales Representative
The role of the Sales Representative is to bolster the Additive Manufacturing Business Unit by generating leads, acquiring new clients, handling renewals, and fostering qualified sales opportunities. Our team of Sales Representatives (also known as Additive Manufacturing Specialists) embodies a self...