Service Advisor jobs in the United States

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.

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.

Last updated : 2024-08-26