Advisor Compensation Service Team Lead

Location: Oakdale, MN (7755 3rd St. N, Oakdale, MN 55128). Hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be located at one of our hubs and willing to work this schedule.

About the Role

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 to ensure our Financial Professionals receive best-in-class service in every interaction with Osaic.

The Team Lead serves as a real-time subject matter expert and training resource for the Compensation Phone Service staff. This role provides coaching, escalation support, and backup phone coverage while maintaining high-quality service for advisors and internal partners. Our team works Monday through Friday schedules, and these positions are eligible for overtime.

Responsibilities

• Act as a real-time information and training resource for the Compensation Phone Service team.
• Mentor and coach new and experienced team members; initiate and lead training sessions as needed.
• Serve as the first point of escalation for advisor inquiries and service issues.
• Complete quality assurance reviews to ensure accuracy, compliance, and service standards are met.
• Support advisors and internal teams with commissions processing, customer service, and problem resolution.
• Collaborate with team members and cross-functional partners to ensure consistent service delivery.
• All other duties as assigned.

Requirements

• Minimum of high school diploma or equivalent is required.
• Strong customer service focus with the ability to handle escalations professionally.
• Proficiency in Microsoft Word, Excel, Internet Explorer, Outlook, and Teams.
• Excellent communication and organizational skills.
• Ability to quickly learn, retain, and apply complex information.
• Proven ability to multitask, prioritize, and work in a fast-paced environment.
• Self-motivated and driven, with strong communication and collaboration skills.

Preferred Qualifications

• Previous broker/dealer experience.
• 3-5 years of customer service experience.

Pay

Salary: $55,000-$65,000 per year plus an annual performance-based bonus.

Benefits

• Health, vision, and dental insurance.
• 401k retirement plan.
• Paid time away and volunteer days.
• Additional benefits available; view details at Osaic Careers Benefits.