Description
Job 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
* Daily processing of compensation sharing arrangements (or setups) for New Advisors and ongoing maintenance for current Advisors
* Support complex compensation issues including but not limited to: corrections and institutional payout requirements
* Work with multiple teams including but not limited to: Registration, Service, QA, Transitions, Business Consulting and Commissions Service
* Assists in various initiatives which may involve new office onboarding and migration efforts and other needs as they arise
* Additional tasks to match changing business needs
Skills
Customer service, Financial services, SIE
Additional Skills & Qualifications
Qualifications:
* 2-3 years in financial services customer service or comparable industry
* Proficiency in Microsoft Office (e.g. Excel)
* Experience in Commissions Processing preferred
* Bachelor’s Degree preferred
* Software/Systems Skills Required: Microsoft Office Suite with advanced skills in Word and Excel
* Software/Systems Skills Preferred: ASAT, Salesforce, Visio, Adobe Professional, Oracle, Documentum and Siebel
* Ability to meet strict deadlines with minimal supervision in a fast-paced environment
* Effective and proactive communicator with strong verbal and written communication skills especially when dealing with various groups and in all levels of management
* Excellent interpersonal skills with the ability to interact with various levels of personnel in addition to encouraging and building positive relationships
* Exercises judgment within broadly defined practices and policies in selecting methods, techniques and evaluation for obtaining results
* Ability to manage multiple assignments
* Attention to detail, ability to analyze information and strong reporting skills
* Excellent problem solving skills that affect daily operational matters
* Thorough documentation skills and ability to document new processes
* Must be self-motivated and effectively cope with changing environments
Experience Level
Intermediate Level
Job Type & Location
This is a Contract position based out of Fort Mill, SC.
Pay and Benefits
The pay range for this position is $22.00 - $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.
Application Deadline
This position is anticipated to close on Dec 5, 2025.
h4> About TEKsystems:\n\n
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
\n\nThe company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
\n\nAbout TEKsystems and TEKsystems Global Services \n\nWe’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.
\n\nThe 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.
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