Advisor Service Representative

Customer Service Opportunity in Financial Services

Advisor Compensation Service Representative

• Atlanta: 2300 Windy Ridge Pkwy SE, Suite 750, 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

Full-time, Non-Exempt

$43,000-$45,000 per year + annual performance-based bonus. Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:
Osaic Benefits.

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.

Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. A minimum high school diploma or equivalent is required.

• 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.

• 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

• 2 – 3 Years of Customer Service experience
• Advanced skills in Microsoft Excel.
• Commission experience or broker/dealer experience preferred

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.