Customer Service Opportunity in Financial Services

Compensation Processor- Senior

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

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: 52,000 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: Osaic Benefits.

Summary:

Sample:  As a member of our customer-facing organization, you will engage directly with our customers – over 11,000 Financial Professionals across the country, helping grow and support their firms. As part of the Advisor Services team in the broader Operations and Technology Solutions organization, you will work closely with other team members in all aspects of operational and transition activities through both phone and processing. A collaborative and entrepreneurial approach will drive success as you learn and navigate all aspects of Financial Professional support. Your contributions will ensure that our Financial Professionals get best-in-class service in every interaction with Osaic.

Our Advisor Support Specialists receive robust training prior to moving onto the “floor” taking calls and processing transactions for our network of Financial Professionals. Support is related to a variety of service-related issues with exceptional experience as the goal. These are not sales roles, rather they are truly support and education experts. Our teams work Monday through Friday schedules, and these positions are eligible for overtime.

Education Requirements:

Minimum of high school diploma or equivalent is required.

Responsibilities:

• Process debit balance payments, prepare deposits, and maintain check control files.

• Process and maintain commission batches from sponsor companies and representatives, ensuring accurate coding or representative and product information.

• Set up and maintain representative direct deposit information.

• Research and resolve commission payment and statement discrepancies with sponsors.

• Format and prepare Excel files for upload into commission processing systems.

• Process NSCC and PGS files and maintain commission-related data within legacy systems.

• Perform quality assurance reviews to ensure the accuracy of commission batch processing and records.

• All other duties as assigned.

Basic Requirements:

• Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint.

• 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:

• 1+ years' experience in financial services operations or broker-dealer setting.

• High school diploma.