Job Description

Job Overview:

The Client Compensation Professional will assist with inbound calls and partners with business units to research and solve issues and cases regarding compensation inquiries received via phone and email. This role assists with billing related items and in planning/supporting high impact projects and initiatives to ensure successful outcomes and results for our department and advisors.

Responsibilities:

  • Handling and researching inquiries and requests through multiple contact points such as phone calls and email.
  • First point of contact for assisting Advisors and their staff with inquiries and requests.
  • Initiating outbound calls and emails to third-party sponsors and carriers to research commissions and trails.
  • Supporting teammates and the department on other compensation tasks and activities.
  • Sharing ideas to improve and enhance the advisor experience.
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