Client Compensation Specialist

Job Summary

Processing compensation arrangements for New Advisors, the part-time Client Compensation Specialist will manage daily tasks and support complex compensation issues in a hybrid work environment, requiring onsite presence Monday to Wednesday and remote work Thursday and Friday.

Key responsibilities

• Daily processing of compensation sharing arrangements and ongoing maintenance for current advisors
• Support complex compensation issues, including corrections and institutional payout requirements
• Assist in various initiatives related to onboarding, migration efforts, and processing backlog work

Required qualifications

• 1+ years of General Accounting or Financial Industry Experience
• Experience in Commissions Processing preferred
• Bachelor's Degree preferred
• Proficiency in Microsoft Office Suite with advanced skills in Word and Excel
• Ability to meet strict deadlines with minimal supervision in a fast-paced environment