Advisor Service Representative

Customer Service Opportunity in Financial Services

Advisor Compensation Service Representative

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 offered will be determined individually, based on a number of job‑related factors, including location, skills, licensure, experience, and education.

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:

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.

Keys:
Financial Services. Customer Service. Finance. Broker‑Dealer. Commissions. Compensation

Minimum of 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.
• Educate 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.

• 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.

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