Client Compensation Specialist
2 days ago
Title:
Client Compensation Specialist
Location:
Fort Mill, SC (Hybrid)
Employment Type:
Contract to Hire
Compensation:
$20-$23/hour
Overview
We are seeking a
Client Compensation Specialist
to join our growing team. This role is ideal for a detail-oriented professional with strong analytical and investigative skills who enjoys problem-solving and managing multiple priorities in a fast-paced environment. The successful candidate will play a key role in researching and resolving complex advisor compensation cases, ensuring accuracy and efficiency in all processes.
This position requires curiosity, initiative, and the ability to navigate ambiguity—perfect for someone who thrives on finding answers and improving processes. There is a steep learning curve, and full proficiency typically develops within the first year.
Key Responsibilities
- Review and process
compensation sharing arrangements
for new and existing advisors. - Investigate and resolve
complex compensation issues
, including corrections, adjustments, and institutional payout requirements. - Collaborate cross-functionally
with teams such as Registration, Service, QA, Transitions, Business Consulting, and Commissions Service to ensure seamless resolution of advisor requests. - Prioritize cases based on complexity, urgency, and business impact in a
high-volume environment
. - Support
onboarding and migration projects
for new offices and other department initiatives as needed. - Maintain
thorough documentation
and contribute to process improvement initiatives. - Communicate proactively with advisors and internal partners to ensure clarity, transparency, and resolution of inquiries.
Qualifications
- 2-3 years of experience
in Accounting, Finance, or a related financial services role. - Experience in commissions or compensation processing
strongly preferred. - Bachelor's degree
preferred. - Technical proficiency
in Microsoft Office Suite (especially Excel and Word); experience with
Oracle
and
Documentum
a plus. - Additional experience with
ASAT, Salesforce, Visio, Adobe Professional, or Siebel
is beneficial. - Strong
analytical and prioritization skills
, with the ability to manage multiple cases and deadlines simultaneously. - Excellent
problem-solving and investigative abilities
; a natural curiosity to understand the "why" behind data and processes. - Effective
verbal and written communication
skills; able to interact confidently with advisors and internal stakeholders at all levels. - Self-motivated and adaptable
, capable of thriving under pressure and adjusting to changing business needs.
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