Customer Service Representative III, Commissions

Be a part of the team behind our success!  At Advisor Group, we support more than 5,000 financial advisors, 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.

Customer Support Opportunity in Financial Services

Customer Service Rep III


7755 Third St. North  Oakdale, MN  55128

2300 Windy Ridge Pkwy, Atlanta GA, 30339

877 Executive Center Drive West, Suite 300  St. Petersburg, FL 33702



Our Customer Service Representative III will receive inbound calls from financial Advisors and clients who have service related issues

Keys:    Customer Service, Call Center    


  • Create a strong working relationship with Advisors and their assistants.
  • Educates advisors where to find online information.
  • Process incoming online requests from Advisors and resolve requests in a timely manner.
  • Log transactions into CRM system for most inbound calls
  • Work with peers and management to resolve issues.
  • Pay close attention to detail, process work accurately.
  • Exercising the appropriate judgment when escalated issues may require a supervisor or manager.
  • Ability to communicate with other business units within the Advisor Group to resolve advisors concerns and issues.
  • Analyze problems and follow through to resolution.
  • Use a collaborative effort to work through business matters with other business units to assure satisfaction of the needs of our advisors.
  • Meet quality and production goals.
  • Strong interaction with clearing firm and external vendors on routine brokerage account platform questions.
  • Assist with other projects as needed.
  • Provide peer to peer training.
  • Keeping up to date on changes to industry and business processes. Proficient at Microsoft Word, Excel, Salesforce, Internet Explorer, Outlook, PowerPoint. NetX360, Streetscape and WMP platform a plus.

Education Requirements:

  • Minimum of high school diploma or equivalent is required

Basic Requirements:

  • One to two years’ experience in Advisor Group Broker Dealer call center or other related areas of the firm.
  • Three to five years related brokerage experience.
  • Two to three years call center/customer service experience
  • Personal relationship management.
  • Proficient at Microsoft Word, Excel, Salesforce, Internet Explorer, Outlook, PowerPoint, and Legacy back office systems.

Preferred Requirements:

  • Series 7 license preferred