Advisor Service Representative

Position: Advisor Compensation Service Representative

Advisor Compensation Service Representative at Osaic

We are seeking a driven and motivated individual to join our Commissions Service team to support advisors and team members with commissions, customer service, and processing.

Location(s)

La Vista: 12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type

Full‑time, Non‑Exempt

Salary

$42,000 - $47,000 per year + annual performance‑based bonus

Actual compensation will be determined individually, based on job‑related factors such as location, skills, licensure, experience, and education.

Benefits include health, vision, dental insurance, 401k, paid time away, volunteer days, and more. Benefits details are available at

Summary

As a member of our Commissions Service team, you will support our advisors and team members in all aspects of commissions, customer service, and processing. You will collaborate with direct team members and colleagues across the organization.

Education Requirements

Minimum of a high school diploma or equivalent.

Responsibilities

• Independently handle simple and complex customer service telephone calls, emails, and Service Net requests from advisors regarding commission payments.
• Create a strong working relationship with advisors and their assistants.
• Educate advisors on where to find online information.
• Lead or participate with the team in identifying and resolving commission issues.
• Handle research tasks and error resolution, and communicate with other BD departments and outside product sponsors to resolve problems.
• Meet quality and production goals.
• May occasionally process commission transactions from third‑party entities.
• Perform all other duties as assigned.

Basic Requirements

• Previous customer service experience required.
• Ability to identify process challenges and initiate quality improvement.
• Ability to establish and maintain effective relationships with customers to gain their trust and respect.
• Excellent verbal and written communication.
• Adept user of Microsoft Office products.

Preferred Requirements

• 2‑3 years of customer service experience.
• Advanced skills in Microsoft Excel.
• Commission experience or broker/dealer experience preferred.

Equal Opportunity Employer

Osaic is an equal‑opportunity employer. We celebrate diversity and hire the most qualified candidates without regard to protected characteristics.

Eligibility

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

Unqualified Applications

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

Recruiting Agencies

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

Seniority Level

Entry level

Employment Type

Full‑time

Job Function

Human Resources

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