Financial Operations Specialist

1 week ago


Saint Cloud, Minnesota, United States Dahl Consulting Full time
Job Opportunity: Commission Research Analyst

About the Role:

Dahl Consulting is partnering with a leading financial services company to fill a Commission Research Analyst position. As a Commission Research Analyst, you will be responsible for researching commission inquiries, analyzing commission cases, and identifying problems and issues that can potentially affect advisors.

Key Responsibilities:

  • Research commission inquiries via Salesforce
  • Review, analyze commission cases, and meet established service levels within 48 hours
  • Identify problems and issues of varying complexities that can potentially affect advisors
  • Work independently with minimal instruction
  • Work on complex projects, using analytical skills to provide a high level of detail
  • Work as a productive member and be a positive contributor to the team
  • Answer customer calls and resolve issues using multiple resources
  • Analyze and identify root causes of issues and recommend efficiencies

Requirements:

  • 1+ years of accounting experience
  • 3+ years of experience in a Financial Institution preferred
  • Proficient in MS Office, Excel, and 10 Key
  • Docupace, Netxpro, and Salesforce experience preferred
  • High level of analytical skill
  • Ability to make independent decisions to arrive at satisfactory solutions

About Dahl Consulting:

Dahl Consulting is a flexible, consistent, and easy-to-work-with company that has proven year after year to build long-term relationships with clients and consultants. We hold our clients' priorities in high regard and genuinely care about each and every relationship. We promise to work with the utmost respect, integrity, and high energy to continually strive to build long-term relationships.



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