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- Tasks: Support advisors with commission inquiries and provide top-notch customer service.
- Company: Osaic is a dynamic financial services company focused on empowering advisors.
- Benefits: Enjoy health insurance, 401k, vacation days, and a hybrid work schedule.
- Why this job: Join a collaborative team and make a real impact in the financial sector.
- Qualifications: High school diploma required; 1-2 years of customer service experience preferred.
- Other info: Opportunity for annual bonuses and professional growth within a supportive environment.
The predicted salary is between 32000 - 36800 £ per year.
Location(s): La Vista: 12325 Port Grace Blvd, La Vista, NE 68128; Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule.
Role Type: Full time
Salary: $40,000 - $44,000 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.
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, 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.
- Lead or participate with the team in identifying and resolving commission issues.
- Handle research tasks and error resolution and communicate 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.
Education Requirements:
- H.S. Diploma or equivalent (GED) required.
Basic Requirements:
- 1 - 2 Years of Customer Service experience.
- Must be proficient in the following: Microsoft Excel, Word, Outlook, and Teams.
- 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 multitask.
Preferred Requirements:
- 2 - 3 Years of Customer Service experience.
- Advanced skills in Microsoft Excel.
- Commission experience or broker/dealer experience preferred.
Advisor Compensation Service Representative employer: Osaic
Contact Detail:
Osaic Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advisor Compensation Service Representative
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly in areas related to commissions and customer service. Understanding the basics of how commissions work will help you engage more effectively during interviews.
✨Tip Number 2
Brush up on your Microsoft Excel skills, as proficiency in this software is a basic requirement. Consider taking an online course or using tutorials to enhance your abilities, especially in functions that relate to data analysis.
✨Tip Number 3
Prepare for potential interview questions by practising scenarios where you've successfully resolved customer service issues. Highlight your ability to multitask and maintain attention to detail, as these are key traits for the role.
✨Tip Number 4
Network with current employees or professionals in the financial services sector. Engaging with them can provide insights into the company culture and expectations, which can be beneficial during your application process.
We think you need these skills to ace Advisor Compensation Service Representative
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant customer service experience, especially any roles where you've handled complex inquiries or worked in a financial services environment. Use keywords from the job description to align your skills with what Osaic is looking for.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to handle customer service calls and resolve issues effectively, as well as your proficiency in Microsoft Office tools.
Showcase Your Communication Skills: Since good written and verbal communication skills are essential for this role, ensure that your application materials are clear, concise, and free of errors. Consider including examples of how you've successfully communicated with clients or team members in past roles.
Highlight Teamwork and Multitasking Abilities: Osaic values teamwork and the ability to multitask. In your application, provide examples of how you've collaborated with others to achieve goals and how you've managed multiple tasks efficiently in previous positions.
How to prepare for a job interview at Osaic
✨Showcase Your Customer Service Skills
Since the role focuses heavily on customer service, be prepared to discuss your previous experiences. Share specific examples of how you've handled difficult situations or resolved customer issues effectively.
✨Familiarise Yourself with Commission Processes
Understanding commission structures and processes can set you apart from other candidates. Do some research on how commissions work in financial services and be ready to discuss this knowledge during the interview.
✨Demonstrate Your Team Player Attitude
This position requires collaboration with advisors and team members. Highlight instances where you've successfully worked in a team, showcasing your ability to communicate and support others.
✨Prepare for Technical Questions
Given the need for proficiency in Microsoft Excel, Word, Outlook, and Teams, be ready to answer questions about your experience with these tools. You might even be asked to demonstrate your skills, so brush up on any relevant functions or features.
