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Check with seller Specialist - Advisor Compensation Inquiry Omaha

Published date: April 3, 2022
  • Location: Omaha, Nebraska, United States

Accounting & Finance Opportunity in Financial Services

Commissions Processor

Location(s):
12325 Port Grace Boulevard, La Vista, NE 68128 - preferred

20 E Thomas Road Phoenix, AZ 85012

2300 Windy Ridge Parkway, Atlanta, GA 30339

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

Role Type: Full Time - Hybrid

Summary:
The primary responsibility of the Commissions Processor is to research and resolve compensation matters in a timely manner for Company Representatives. Additionally, the Commissions Processor is responsible for maintaining positive relationships with representatives, product sponsors and team members. Excellent customer service is expected to enhance the representative experience throughout their time with Advisor Group.

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:
High school diploma or equivalent is required.

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.

Be A Part Of The Team Behind Our Success!

At Advisor Group, we support financial professionals across the nation, 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.

Contact seller Share

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