19 days old

Customer Service Representative - Advisor Compensation

Advisor Group
Oakdale, MN 55128
  • Job Code
    00923005281
Advisor Compensation Service Support Opportunity in Financial Services

Customer Service Representative

Location: 7755 Third Street North, Oakdale, MN 55128

Summary:

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.

Responsibilities:

  • Independently handle simple and complex customer service telephone calls as well as email and Service Net requests from Advisors with regards to commission payments.
  • Create a strong working relationship with Advisors and their assistants.
  • Educates advisors where to find online information.
  • Leads or participates with team in identifying and resolving commission issues.
  • Handles research tasks and error resolution, communicates with other BD departments and outside product sponsors to resolve problems.
  • Meet quality and production goals.
  • May occasionally be called upon to process commission transactions received from third party entities.
  • All other duties as assigned

Education Requirements:

  • Minimum of high school diploma or equivalent is required.

Basic Requirements:

  • At least one-year Customer Service experience
  • Working knowledge of Microsoft Excel, Word and Outlook
  • Good written and verbal communication skills
  • Able to maintain confidentiality
  • Able to learn new systems and processes and retain knowledge
  • Team Player
  • Attention to detail
  • Organizational Skills
  • Able to multi task

Preferred Requirements:

  • Commission experience or broker/dealer experience preferred.






Posted: 2020-10-05 Expires: 2020-11-03
Sponsored by:
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Sponsored by:
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Customer Service Representative - Advisor Compensation

Advisor Group
Oakdale, MN 55128

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