Client Compensation Specialist

Location: Fort Mill, SC
Compensation: $20/hr -$23/hr 
Schedule: Hybrid – In office Tuesday–Thursday, remote Monday & Friday | 8:30 AM – 5:00 PM
Employment Type: 6-month contract (potential for extension or conversion)

Position Overview

The Client Compensation Professional (Client Customer Service Rep) serves as the first point of contact for advisors and their staff regarding compensation and billing inquiries. This role involves managing inbound calls and emails, researching commission and trail payments, and supporting compensation-related projects and initiatives.

Key Responsibilities

• Handle and research advisor inquiries via phone and email.

• Serve as the first point of contact for advisor compensation questions.

• Initiate outbound communication with third-party sponsors and carriers to research commissions and trails.

• Support teammates and departmental tasks related to compensation.

• Share feedback and ideas to enhance the advisor experience.

• Participate in special projects and process improvement initiatives.

Requirements

• Minimum 1 year of customer service or related experience.

• Proficiency in Microsoft Office (particularly Excel).

• Strong phone communication and listening skills.

• Organizational, analytical, and critical-thinking abilities.

• Self-motivated and adaptable in a fast-paced environment.

• Understanding of the financial advisor role.

Preferred Qualifications

• Associate’s or Bachelor’s degree.

• Securities Industry Essentials (SIE) certification.

• Background in finance or banking (not mortgage).

• Prior experience in the investment or securities industry.

• Strong emotional intelligence and social awareness.

Ideal Candidate Profile

• Excellent customer service and phone etiquette.

• Ability to ask insightful, probing questions and think critically.

• Persistent in finding solutions while knowing when to escalate.

• Driven, professional, and adaptable to change.

• Finance or banking background preferred (excluding mortgage).