Associate Advisor Compensation Solution Professional
Core
Handling inbound and outbound calls to resolve compensation inquiries for financial advisors and institutions.
Role type
Associate Client Compensation Consultant
Builds
Resolution of compensation cases and advisor support
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Customer service, Microsoft Excel (pivot tables), verbal communication, critical thinking, organizational skills
Preferred skills
Team lead experience, financial services industry background, Dynamics/Client Works/Oracle experience, compensation correction experience, Varicent experience, Bachelor's in finance, SIE certification
Responsibilities
Fielding inbound calls, researching and resolving compensation cases, initiating outbound calls to third parties, training new hires, consulting advisors on commission structures and technology, outreaching regarding billing and tax events