Customer Service Representative

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.    

This is not a sales role, rather you are truly a support and education expert.  Our teams work Monday through Friday schedules, and these positions are eligible for overtime. 

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.

What You Will Receive:

  • Competitive salary and annual bonus paid based on performance
  • Generous time off package, including paid time off, paid holidays, and paid time to volunteer in the community
  • Intensive training covering multiple aspects of financial services operations
  • Immediate access to extensive benefits package that includes medical, dental and vision coverage, basic life insurance, long and short-term disability coverage and much more
  • 401(k) match from day one of employment
  • Referral bonuses if we hire your referred applicants to our open positions
  • An enriching and engaging career in financial services – our employees overwhelmingly report that they find meaning and purpose in their day to day work
  • Professional, collaborative and motivated working environment
Be A Part Of The Team Behind Our Success!

At Advisor Group, we support more than 11,000 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.

Equal Opportunity Employer

Advisor Group is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Advisor Group.

Unqualified Applications

Advisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Advisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.