Advisor Services - Client Service Rep

Advisor Compensation Service Representative

Customer Service Opportunity in Financial Services

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: $45,000-$50,000 per year + annual performance-based bonus

Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more.

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. Your contributions will ensure that our Financial Professionals get best-in-class service in every interaction with Osaic.

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.

Our team works Monday through Friday schedules, and these positions are eligible for overtime.

High school diploma or equivalent (GED) is required.

Independently manage both simple and complex customer service inquiries via phone, email, and support center (salesforce), supporting Advisors with commission-related questions.

Build and maintain strong working relationships with Advisors and their administrative staff

Educate Advisors on available online tools and resources to support self-service.

Conduct research and resolve discrepancies, partnering with internal business units and external product sponsors as needed.

Consistently meet established quality and productivity standards.

1 2 years of customer service or contact center experience.

• Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, and Teams.
• STRONG customer focus orientation.
• Be able to work independently and maintain elevated levels of quality.
• 2+ years' of customer service experience or contact center experience.
• Advanced skills in Microsoft Excel.
• Commissions' experience in financial services operations or broker-dealer setting.