Advisor Service Representative

Current Employees and Contractors Apply Here

Customer Service Opportunity in Financial Services

Advisor Compensation Service Representative

Role Type: Full-time, Non-Exempt

Locations: 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

Salary: $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