Client Compensation Consultant — Impact & Training Focus

LPL Financial; Fort Mill (SC); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is hiring an Associate Client Compensation Consultant - Service in Fort Mill, SC. You will handle inbound calls, research compensation inquiries, and collaborate with internal teams to resolve issues. The role emphasizes strong communication, data accuracy, and proactive outreach to advisors.

You will educate clients on commission structures, use of technology, and tax-season preparations while supporting ongoing compensation initiatives and process improvements.

Qualifications

• 3+ years in customer service related or comparable industry.
• 2+ years of experience and proficiency in Microsoft Excel (pivot tables).

Responsibilities

• Field inbound calls and ask probing questions to assist with inquiries.
• Research and resolve cases from calls and emails.
• Own complex situations, set expectations, and resolve inquiries timely.
• Assist training of new hires and provide backup to staff.
• Support initiatives to improve the Advisor experience and processes.
• Educate offices on commissions structures and reporting tools.
• Advise advisors on technology usage and resolve issues.
• Outreach to advisors regarding billing events and tax season prep.

Skills

Customer service

Phone handling

Written communication

Analytical thinking

Education

Bachelor’s degree in finance

SIE certification

Tools

Dynamics

ClientWorks

Oracle

Varicent

Job description

LPL Financial is hiring an Associate Client Compensation Consultant - Service in Fort Mill, SC. You will handle inbound calls, research compensation inquiries, and collaborate with internal teams to resolve issues. The role emphasizes strong communication, data accuracy, and proactive outreach to advisors.

You will educate clients on commission structures, use of technology, and tax-season preparations while supporting ongoing compensation initiatives and process improvements.