Demo

Client Compensation Specialist

TalentBridge
Fort Mill, SC Full Time
POSTED ON 1/24/2025
AVAILABLE BEFORE 4/17/2025

Location : Fort Mill, SC, (Hybrid : Mon-Wed in office, Thurs & Fri remote)

Interview : Panel interview, possibly two rounds

Start : ASAP, but likely early January due to the holiday season and background checks.

Scheduled Hours :
  • Mon - Fri
  • Fort Mill Location : : AM - : PM EST
  • Responsibilities :

    • Serve as part of the Research and Resolution team, focusing on resolving complex compensation issues.
    • Manage - cases per day, which are escalated from the "front-end phone team" who handles initial inquiries.
    • Investigate and resolve discrepancies related to advisor commissions and fees, adhering to policies and regulations.
    • Research and troubleshoot issues independently using available systems and resources; most answers can be found within the system.
    • Provide exceptional customer service, treating every advisor with the highest level of respect and professionalism.
    • Handle escalated cases, often involving advisors who were not paid as expected; some cases may involve upset advisors, so maintaining composure and professionalism under pressure is crucial.
    • Utilize strong problem-solving skills to "think like Sherlock Holmes" and find solutions to complex issues.
    • Qualifications :

    • SIE License (preferred but not required).
    • Background in financial services (fraud, financial claims, financial crimes, KYC, AML, compensation analysis, etc.) preferred.
    • Highly self-sufficient and proactive, able to work independently with minimal supervision.
    • Strong research and database experience.
    • Ability to handle pressure and manage escalated cases effectively.
    • Excellent problem-solving and analytical skills.
    • INDSTRG

    Salary : $19 - $21

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