Osaic · 1 hour ago
Advisor Compensation Service Representative
La Vista, NE
Full-time
Hybrid
Entry Level
$42K/yr - $47K/yr
2+ years expOsaic is a financial services company seeking a motivated individual for the Advisor Compensation Service Representative role. The successful candidate will support advisors with commission-related inquiries and collaborate with team members to resolve issues.
Business DevelopmentFinancial ServicesWealth Management
No H1B
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
Leads or participates with the team in identifying and resolving commission issues
Handles research tasks and error resolution and communicates 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
All other duties as assigned
Qualification
Required
Minimum of high school diploma or equivalent is required
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 communication
Adept user of Microsoft Office products
Preferred
2 – 3 years of customer service experience
Advanced skills in Microsoft Excel
Commission experience or broker/dealer experience preferred
Benefits
Health
Vision
Dental insurance
401k
Paid time away
Volunteer days
Much more
Company
Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jamie Price
Chief Executive Officer
Kristy Britt
Chief Financial Officer
Recent News
Private Banker International
2025-12-30
Company data provided by crunchbase