TEKsystems

Description

The A/R Net Client Compensation Specialist is responsible for researching and communicating with active advisors and firms on open balances. This role partners with Relationship Management and Finance to produce data results and is responsible for understanding and presenting the issue in an advisor-friendly format, setting proper expectations and managing corrections to completion between business units. Will be coordinating with technical analysts to produce custom reports and utilizing reporting to provide consultation to business partners and financial advisors regarding various commission-related inquiries.

Additional Skills & Qualifications

• 5+ years comparable experience; preferably financial services
• Proficiency in Microsoft Office (Excel – pivot tables, advanced functions)
• SIE License HIGHLY preferred
• Bachelor’s Degree (preferably in Finance/Business)
• Knowledge and/or experience within wealth management / broker-dealer; understanding how advisor commissions operates is a HUGE plus

Candidate Profile:

• Strong, critical thinking analytical & organizational skills / great attention to detail / advanced listening skills with a focus on understanding each advisor’s needs
• Experience owning and coordinating multifaceted and escalated situations to completion
• Self-sufficient with minimal supervision required
• Great communication / customer service; while they are not primarily on the phones all day, they will be responsible for offering exceptional service and communicating with internal business partners and advisors.
• Experience in the Finance Industry

o HIGHLY PREFERRED: SIE License

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Pay and Benefits

The pay range for this position is $23.00 - $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 29715.

Application Deadline

This position is anticipated to close on May 8, 2025.

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.