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Advisor Compensation Inquiry Specialist

Advisor Group La Vista, NE
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Financial Advisor Compensation Opportunity in Financial Services

Advisor Compensation Inquiry Specialist


Location(s):     

2300 Windy Ridge Parkway, Atlanta, GA  30339 

20 East Thomas, Phoenix, AZ 85912

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

7755 Third St. North, Oakdale, MN  55128

10 Exchange Place, Suite 1410, Jersey City, NJ 07302

12325 Port Grace Blvd, La Vista, NE 68128

Role Type:        Full Time - Hybrid

Advisor Group has returned to the office in a hybrid schedule, so we are seeking candidates willing to work a split schedule between home and the office. Remote candidates may be considered.

Summary:

The primary responsibility of this position is to research and resolve compensation matters in a timely manner for Company Representatives.  Additional responsibilities include maintaining positive relationships with representatives, product sponsors and team members.  Excellent customer service is expected to enhance the representative experience.

Responsibilities:

  • Research and resolve compensation matters including but not limited to missing compensation, ticket charges, incorrect payouts, adjustments, client data issues, trails, transactions on hold, 1099 issues
  • Respond to internal and external inquiries via the telephone, fax, email, or case management system
  • Contact product companies to obtain additional information (i.e. locate compensation, verify rep or account numbers, date account established, etc.) to solve research issues.
  • Understand how processes and procedures work with one another
  • Research and collect debit balances
  • Perform audits for payout changes, terminated representatives, and rep of record changes.
  • Provide training for new and existing representatives regarding Compensation reports.
  • Maintain relationships with internal and external customers
  • Collaborate with other departments to enhance the representative experience.
  • Evaluate controls and address gaps with Manager through department collaboration efforts, enhanced SOPs, etc.
  • Generate reports from various resources
  • Conduct risk awareness pertaining to department and enterprise objectives
  • Participate in Quality Improvement Procedures
  • All other duties as assigned

Education Requirements:

  • H.S. Diploma or GED certificate + Significant Practical Experience will be considered

Basic Requirements:

  • 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 communications
  • Adept user of Microsoft Office products.

The above declarations are not intended to be an "all-inclusive" list of duties and responsibilities of the job described, nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job.

Date Posted September 13, 2022
Date Closes October 13, 2022
Requisition R0003132
Address 12325 Port Grace Blvd
Located In La vista, NE
Work At La Vista
SOC Category 00-0000.00
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