Advisor Compensation Service Representative

Financial Advisor Compensation Opportunity in Financial Services

Advisor Compensation Inquiry Specialist

Location(s):     

2300 Windy Ridge Parkway, Atlanta, GA  30339 

20 East Thomas, Phoenix, AZ 85912

877 Executive Center Drive West, St. Petersburg, FL 33702

7755 Third St. North, Oakdale, MN  55128

10 Exchange Place, Suite 1410, Jersey City, NJ 07302

12325 Port Grace Blvd, La Vista, NE 68128

Role Type: Full Time - Hybrid

Osaic has returned to the office in a hybrid schedule, so we are seeking candidates willing to work a split schedule between home and the office. Remote candidates may be considered.

Salary: $40,000 - $45,000 per year + annual bonus 

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

Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.  To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits 

Summary:

The primary responsibility of this position is to research and resolve compensation matters in a timely manner for Company Representatives.  Additional responsibilities include maintaining positive relationships with representatives, product sponsors and team members.  Excellent customer service is expected to enhance the representative experience.

Responsibilities:

• Research and resolve compensation matters including but not limited to missing compensation, ticket charges, incorrect payouts, adjustments, client data issues, trails, transactions on hold, 1099 issues

• Respond to internal and external inquiries via the telephone, fax, email, or case management system

• Contact product companies to obtain additional information (i.e. locate compensation, verify rep or account numbers, date account established, etc.) to solve research issues.

• Understand how processes and procedures work with one another

• Research and collect debit balances

• Perform audits for payout changes, terminated representatives, and rep of record changes.

• Provide training for new and existing representatives regarding Compensation reports.

• Maintain relationships with internal and external customers

• Collaborate with other departments to enhance the representative experience.

• Evaluate controls and address gaps with Manager through department collaboration efforts, enhanced SOPs, etc.

• Generate reports from various resources

• Conduct risk awareness pertaining to department and enterprise objectives

• Participate in Quality Improvement Procedures

• All other duties as assigned

Education Requirements:

• H.S. Diploma or GED certificate + Significant Practical Experience will be considered

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 communications

• Adept user of Microsoft Office products.

What You Will Receive:

• Competitive salary and annual bonus paid based on performance

• Generous time off package, including paid time off, paid holidays, and paid time to volunteer in the community

• Intensive training covering multiple aspects of financial services operations

• Immediate access to extensive benefits package that includes medical, dental and vision coverage, basic life insurance, long and short-term disability coverage and much more

• 401(k) match from day one of employment

• Referral bonuses if we hire your referred applicants to our open positions

• An enriching and engaging career in financial services – our employees overwhelmingly report that they find meaning and purpose in their day to day work

• New, professional, and collaborative working environment where covered parking is provided

The above declarations are not intended to be an "all-inclusive" list of duties and responsibilities of the job described, nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job.

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

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

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

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