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Advisor Group

Advisor Group

60 jobs near Columbus, OH

Advisor Group

Advisor Support Supervisor

Scottsdale, AZ · On-site

$58K - $63K/yr

Current Employees and Contractors Apply Here Osaic Careers Customer Service Opportunity in ... This position's primary objective is to manage a group of individual agents who are responsible for ...

Advisor Group

Manager, Advisor Support

Atlanta, GA · On-site

$70K - $75K/yr

Current Employees and Contractors Apply Here Osaic Careers Customer Service Opportunity in Financial Services Manager, Advisor Support Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750 ...

Advisor Group

Client Service Specialist

Sun City Center, FL · On-site

$15.50 - $20.50/hr

... Management Group serves as the first point of contact for clients, prospects, and visitors ... Maintain advisor calendars and coordinate follow-up meetings. * Confirm appointments and assist ...

Advisor Group

Client Support Specialist

La Vista, NE · On-site

$45K - $48K/yr

Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support ...

Advisor Group

VP, Advisor Engagement

Oakdale, MN · On-site

$150K - $175K/yr

... Services Vice President, Advisor Engagement Location(s): Atlanta: 2300 Windy Ridge Pkwy SE ... Knowledge of evolving technologies in customer operations, tools, and platforms. * Demonstrated ...

Advisor Group

VP, Advisor Engagement

Atlanta, GA · On-site

$140K - $155K/yr

... Services Vice President, Advisor Engagement Location(s): Atlanta: 2300 Windy Ridge Pkwy SE ... Knowledge of evolving technologies in customer operations, tools, and platforms. * Demonstrated ...

Advisor Group

Client Support Specialist

La Vista, NE · On-site

$45K - $48K/yr

Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support ...

Advisor Group

Client Support Representative

La Vista, NE · On-site

$50K - $55K/yr

Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support ...

Advisor Group

Wealth Manager

Falls Church, VA · On-site

$100K - $110K/yr

Collaborate with Lead Advisors and Client Service teams to ensure consistent delivery of advisory ... Proficiency with financial planning software and CRM systems. Preferred Requirements: * CFP ® ...

Advisor Group

Client Support Representative

La Vista, NE · On-site

$50K - $55K/yr

Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support ...

Advisor Group

Product Manager

Scottsdale, AZ · On-site

$100K - $138K/yr

The role serves as the primary connection between business priorities, customer needs, and ... Financial services experience. * Experience supporting advisor-facing platforms and workflows.

Advisor Group

SVP, Business Development

Scottsdale, AZ · On-site

$160K - $185K/yr

Current Employees and Contractors Apply Here Osaic Careers Business Development, Advisor ... Strong focus on customer service * Ability to stay organized and balance and prioritize multiple ...

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Advisor Compensation Service Representative

Advisor Group

Oakdale, MN • On-site

$45K - $50K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 13 days ago

Job description

Current Employees and Contractors Apply Here
Osaic Careers
Customer Service Opportunity in Financial Services
Advisor Compensation Service Representative
Location(s):
La Vista:12325 Port Grace Blvd, La Vista, NE 68128
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
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
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://osaic.com/careers.
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. 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.
Education Requirements:
High school diploma or equivalent (GED) is required.
Responsibilities:
  • 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.
  • Lead or collaborate with team members to identify, investigate, and resolve commission-related issues.
  • Conduct research and resolve discrepancies, partnering with internal business units and external product sponsors as needed.
  • Consistently meet established quality and productivity standards.
  • Occasionally process commission transactions from third-party entities.
  • All other duties as assigned.

Basic Requirements:
  • 1 - 2 years of customer service or contact center experience.
  • Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, and Teams.
  • Excellent communication & organizational skills.
  • Quick learner with basic technical skills to efficiently navigate through various systems.
  • STRONG customer focus orientation.
  • High attention to detail, analytical mindset, and problem-solving skills.
  • Be able to work independently and maintain elevated levels of quality.
  • Self-motivated individual capable of meeting departmental expectations and deadlines
  • Ability to participate and contribute to a team environment.

Preferred Requirements:
  • 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.

Current Employees and Contractors Apply Here
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About Advisor Group

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Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

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