Advisor Compensation Service Representative
| Company | Osaic |
|---|---|
| Location | Papillion, NE, USA, Woodbury, MN, USA |
| Salary | $40000 – $44000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior |
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
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.
Preferred Qualifications
- 2 – 3 Years of Customer Service experience
- Advanced skills in Microsoft Excel.
- Commission experience or broker/dealer experience preferred.