Client Compensation Specialist

Job Responsibilities

Handling and researching inquiries and requests through multiple contact points such as phone calls and email. First point of contact for assisting Advisors and their staff with inquiries and requests. Initiating outbound calls and emails to third-party sponsors and carriers to research commissions and trails. Supporting teammates and the department on other compensation tasks and activities. Sharing ideas to improve and enhance the advisor experience. Daily processing of compensation sharing arrangements (or setups) for New Advisors and ongoing maintenance for current Advisors. Support complex compensation issues including but not limited to : corrections and institutional payout requirements. Work with multiple teams including but not limited to : Registration, Service, QA, Transitions, Business Consulting and Commissions Service. Assists in various initiatives which may involve new office onboarding and migration efforts and other needs as they arise. Additional tasks to match changing business needs. These agents will be spending the bulk of their day on the phones (90%). Looking for 1st call resolution, measuring more quality than quantity. Average 10-15 calls / day (higher quality calls than a typical contact center).

We are looking for someone who is self-sufficient, can research, does not need to be hand-held, and is comfortable handling tough conversations and managing a conversation about someone's money. We're at the back of the line if an advisor has an issue or doesn't get paid a commission or advisory fees in a timely manner, so these aren't always easy calls. Good head on their shoulders and someone who wants to work and grow their career. BIG PLUS : SIE License AND financial services experience. The phones team will create cases and then will assign out to analysts on this team as almost a 'tier 2 support'. Will handle 15-20 cases at a time so need to understand escalations and which need to be prioritized. Communication is huge as they will need to communicate back to the advisors. Will be looking at how they are self-sufficient, organized, how they prioritize tasks and how they can problem-solve aside from call center experience. BIG PLUS : SIE License AND financial services experience. Will be primarily helping people on the phones, it's not a typical call center, more consultative 15 calls / day AHT 10-12 min. Need to be able to ask right questions and understand what client needs, probing questions dealing with commissions; this is dealing with people's livelihood, most of the time they are upset because they aren't getting paid, so need to be able to handle de-escalations, understanding what the ask is and how to get the right info from the person. Learning curve is months to a year, very steep, looking for someone comfortable being uncomfortable. Exp in financial services is a huge plus. With customer service need to hear them smiling on the other end.

Skills

Customer service, financial services, SIE

Top Skills Details

Customer service, financial services, SIE

Additional Skills & Qualifications

Qualifications : 2-3 years in financial services customer service or comparable industry. Proficiency in Microsoft Office (e.g. Excel). Experience in Commissions Processing preferred. Bachelor's Degree preferred. Software / Systems Skills Required : Microsoft Office Suite with advanced skills in Word and Excel. Software / Systems Skills Preferred : ASAT, Salesforce, Visio, Adobe Professional, Oracle, Documentum and Siebel. Ability to meet strict deadlines with minimal supervision in a fast-paced environment. Effective and proactive communicator with strong verbal and written communication skills especially when dealing with various groups and in all levels of management. Excellent interpersonal skills with the ability to interact with various levels of personnel in addition to encouraging and building positive relationships. Exercises judgment within broadly defined practices and policies in selecting methods, techniques and evaluation for obtaining results. Ability to manage multiple assignments. Attention to detail, ability to analyze information and strong reporting skills. Excellent problem-solving skills that affect daily operational matters. Thorough documentation skills and ability to document new processes. Must be self-motivated and effectively cope with changing environments.

Job Type & Location

This is a Contract position based out of Fort Mill, SC.

Pay and Benefits

The pay range for this position is $22.00 - $23.00 / hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following : Medical, dental & vision; Critical Illness, Accident, and Hospital; 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available; Life Insurance (Voluntary Life & AD&D for the employee and dependents); Short and long-term disability; Health Spending Account (HSA); Transportation benefits; Employee Assistance Program; Time Off / Leave (PTO, Vacation or Sick Leave).

Workplace Type

This is a hybrid position in Fort Mill, SC.

Application Deadline

This position is anticipated to close on Nov 17, 2025.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.