Client Compensation Specialist

DescriptionJob 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 experienceDaily processing of compensation sharing arrangements (or setups) for New Advisors and ongoing maintenance for current AdvisorsSupport complex compensation issues including but not limited to: corrections and institutional payout requirementsWork with multiple teams including but not limited to: Registration, Service, QA, Transitions, Business Consulting and Commissions ServiceAssists in various initiatives which may involve new office onboarding and migration efforts and other needs as they ariseAdditional tasks to match changing business needs• These agents will be spending the bulk of their day on the phones (90%).o Looking for 1st call resolution, measuring more quality than quantity.o 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’.o Will handle 15-20 cases at a time so need to understand escalations and which need to be prioritized.o 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 experienceWill 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 bc 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.SkillsCustomer service, financial services, SIETop Skills DetailsCustomer service, financial services, SIEAdditional Skills & QualificationsQualifications:2-3 years in financial services customer service or comparable industryProficiency in Microsoft Office (e.g. Excel)Experience in Commissions Processing preferredBachelor’s Degree preferredSoftware/Systems Skills Required: Microsoft Office Suite with advanced skills in Word and ExcelSoftware/Systems Skills Preferred: ASAT, Salesforce, Visio, Adobe Professional, Oracle, Documentum and SiebelAbility to meet strict deadlines with minimal supervision in a fast-paced environmentEffective and proactive communicator with strong verbal and written communication skills especially when dealing with various groups and in all levels of managementExcellent interpersonal skills with the ability to interact with various levels of personnel in addition to encouraging and building positive relationshipsExercises judgment within broadly defined practices and policies in selecting methods, techniques and evaluation for obtaining resultsAbility to manage multiple assignmentsAttention to detail, ability to analyze information and strong reporting skillsExcellent problem-solving skills that affect daily operational mattersThorough documentation skills and ability to document new processesMust be self-motivated and effectively cope with changing environmentsExperience LevelIntermediate LevelJob Type & LocationThis is a Contract position based out of Fort Mill, SC.Pay and BenefitsThe 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 TypeThis is a hybrid position in Fort Mill,SC.Application DeadlineThis position is anticipated to close on Nov 17, 2025.h4>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. About TEKsystems and TEKsystems Global Services We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Created: 2025-11-13