Advisor Compensation Service Representative

Osaic

Oakdale, MN, United States
Base: $43,000-$45,000 py; bonus/equity: annual per...
On-site
Customer service telephone calls
Commission payment inquiries
Microsoft excel, word, outlook, teams proficiency
Osaic is seeking an Advisor Compensation Service Representative for their Oakdale, MN location. The role entails providing customer service support regarding commissions and requires strong communication and organizational skills

Job Summary

  • Support advisors and team members in all aspects of commissions, customer service, and processing.
  • Handle simple and complex customer service inquiries via phone, email, and Service Net requests from Advisors regarding commission payments.
  • Competitive compensation includes salary, annual performance-based bonus, health, vision, dental insurance, 401k, and paid time away.

Matching Summary

Match Score: 75

Osaic is seeking an Advisor Compensation Service Representative for their Oakdale, MN location. The role entails providing customer service support regarding commissions and requires strong communication and organizational skills.

Salary

Base: $43,000-$45,000 per year; Bonus/Equity: annual performance-based bonus; Benefits: health, vision, dental insurance, 401k, paid time away

Skills & Requirements

Must-have

  • Customer service telephone calls
  • Commission payment inquiries
  • Microsoft Excel, Word, Outlook, Teams proficiency
  • Strong written and verbal communication
  • Maintain confidentiality
  • Learn new systems and processes
  • Attention to detail
  • Organizational skills
  • Multitasking ability

Nice-to-have

  • Build strong working relationships
  • Educate advisors on online resources
  • Resolve commission issues
  • Research tasks and error resolution
  • Process commission transactions

Key Requirements

  • 1-2 Years of Customer Service experience
  • High school diploma or equivalent required
  • Bachelor's degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter