Compliance Opportunity in Financial Services
Sales Supervision Contact Center Coordinator
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: $45,000 - $50,000 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:
The Sales Supervision Contact Center Coordinator is a role within Sales Supervision team. Sales Supervision Contact Center Coordinator will manage and appropriately respond to the incoming calls from the Contact Center on behalf of the Sales Supervision team. Additional responsibilities will include supporting the workflow of non-digital annuity and alternative investment cases in Support Center along with working in conjunction with Sales Supervision Principals to ensure efficient workflow management and timely paperwork processing.
Education Requirements:
Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
Responsibilities:
Handle the incoming calls from the Contact Center and address the inquiries directly or by collaborating with others within the department to address the needs of the Financial Professional
Familiarity with the workflow and common troubleshooting for the Annuity Submission Platform
Facilitate case routing for Annuity and Alternative Investments
Resolve missing documentation and reconcile misrouted documentation to the proper case or department
Assign Subscribe orders to the Sales Supervision Principals
Work with Financial Professionals to address deficiencies in submissions
Maintain an ongoing positive relationship with Financial Professionals, First Line Supervisors, Regional Vice Presidents and Sales Managers
Assist in managing and pulling reports for the department from various applications and tools
All other duties as assigned
Basic Requirements:
Excellent written and oral communication skills
Commitment to meeting department service level agreements
Ability to effectively prioritize multiple tasks in a time-sensitive and fast-paced environment to meet defined deadlines.
Excellent analytical and problem-solving skills
Preferred Requirements:
FINRA Series 6 or 7 preferred
Experience with annuity products
Experience with Salesforce, NetX360, SharePoint and OneNote
Experience in Customer Service
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