Advisor Compensation Service Representative (Scottsdale)
Job Title: Advisor Compensation Service Representative
Job Type: Direct Hire
Location: La Vista, NE or Oakdale, MN (Hybrid)
Schedule: M-F, 8:30AM - 5:00PM CST
Pay: $42,000 - $47,000 (DOE)
Position Summary: We are seeking a motivated and detail-oriented Advisor Compensation Service Representative to join the Commissions Service team within a financial services organization. In this role, you will support advisors and internal teams with commission processing, compensation inquiries, and customer service requests. The ideal candidate is customer-focused, able to learn quickly, and comfortable managing multiple priorities in a fast-paced, collaborative environment.
Essential Job Duties & Responsibilities:
- Independently handle simple to complex customer service inquiries via phone, email, and internal ticketing systems related to advisor commission payments
- Build and maintain strong working relationships with advisors and their administrative teams
- Educate advisors on accessing commission-related information through online tools and resources
- Research and resolve commission discrepancies and processing issues
- Collaborate with internal broker-dealer departments and external product sponsors to resolve errors
- Participate in identifying process improvements related to commission services
- Meet established quality, accuracy, and production metrics
- Occasionally assist with commission transaction processing from third-party entities
- Perform additional duties and special projects as assigned
Qualifications & Requirements:
- High school diploma or equivalent required.
- Previous customer service experience required; 23 years preferred.
- Strong verbal and written communication skills with a customer-focused mindset.
- Ability to build trust and maintain effective working relationships with advisors and internal teams.
- Detail-oriented with strong problem-solving and analytical skills.
- Proficient with Microsoft Office, including Outlook, Word, and Excelpreferred.
- Experience with commissions, compensation, financial services, or broker-dealer environments is preferred but not required.
TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
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