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NextGen Person

Service Specialist ll in Maryland Heights, MO at NextGen

Date Posted: 12/3/2018

Job Snapshot

Job Description

Service Specialist II

Opportunity Overview

Department Summary

Compensation and Expense Service is responsible for assisting our branch offices in understanding the concepts behind how they are compensated through incoming calls and written requests from branch associates. These contacts cover a wide variety of topics including explaining and troubleshooting Commissions, Bonus, Payroll, and Expenses.

Responsibility Summary

  • Responsible as a phone service representative, spending a great deal of time answering phone calls
  • Answer incoming requests related to branch expenses and financial advisor compensation
  • Working independently with branch associates to solve problems
  • Work in partnership with team members to provide support as needed
  • Provide branch associates with information, friendly support and reliable solutions
  • Respond to branch associates while meeting call-quality and efficiency expectations.
  • Understand industry laws and regulations
  • Participate in regular department meetings and periodic training sessions

Preferred Work Schedule/Hours: 8:00AM-5:00PM; Training will be at the same time and consist of self-study and significant 1-on-1 training with senior associates before answering any phone calls

Position Requirements

Required Qualifications

  • Strong communication skills - verbal and written
  • Excellent Problem-solving skills
  • Ability to multi-task, and work independently in a fast-paced environment

Preferred Qualifications

  • Prior Customer Service experience
  • Prior Payroll and/or HR experience