Client Compensation Specialist

Yoh Services LLC; Fort Mill (SC); Hybrid; USD 214,079 - 316,848; Full time

Job summary

Yoh Services LLC is seeking a Client Compensation Specialist to process compensation arrangements for advisors in Fort Mill, SC. The role is hybrid (Mon-Wed onsite, Thu-Fri remote) and initially backlog-driven.

The contractor will handle daily processing, support complex payout requirements, and collaborate with multiple teams to ensure accurate remuneration while adapting to changing business needs.

Qualifications

• 1+ years General Accounting or Financial Industry Experience.
• Experience in Commissions Processing preferred.
• Bachelor's Degree preferred.
• Advanced Word and Excel skills (VLOOKUPs, sorting, basic formulas).
• ASAT, Salesforce, Visio, and Adobe Pro experience helpful.
• Ability to meet strict deadlines with minimal supervision.

Responsibilities

• Daily processing of compensation sharing arrangements for New Advisors and ongoing maintenance for current advisors.
• Support complex compensation issues including corrections and institutional payout requirements.
• Collaborate with Registration, Service, QA, Transitions, Business Consulting and Commissions Service teams.
• Assist in onboarding migrations and other initiatives as needed.
• Backlog processing: pull statements, match to outstanding compensation, and route for processing.

Skills

General Accounting

Commissions Processing

Microsoft Office

Excel

ASAT

Salesforce

Visio

Adobe Pro

Deadline-driven

Multitasking

Education

Bachelor's Degree

Tools

Microsoft Office

ASAT

Salesforce

Visio

Adobe Pro

Job description

Client Compensation Specialist

Client Compensation Specialist

Location: Fort Mill, SC (Hybrid: Mon - Wed onsite/Remote Thu - Fri)

3-6+ month contract

Responsibilities

• 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
• Primary focus is PROCESSING the backlog
  • Pulling statements from multiple sponsors
  • Matching statements to outstanding compensation
  • Sending items through for processing/payment
• Candidates will be trained, then immediately jump into backlog work
• This role is strictly processing-focused at the start
• Other tasks may come later, but backlog processing is the priority right now

Required / Desired Skills

• 1+ years General Accounting or Financial Industry Experience
• Experience in Commissions Processing preferred
• Bachelor's Degree preferred
• Software/Systems Skills Required: Microsoft Office Suite with advanced skills in Word and Excel (VLOOKUPs, Sorting, filtering, basic formulas)
• Software/Systems Skills Preferred: ASAT, Salesforce, Visio, Adobe Professional
• 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
• Soft Skills / Traits (Highly Valued):
  • Positive attitude and strong work ethic
  • Determined, motivated, 'right mindset'
  • Organized and able to prioritize work
  • Comfortable handling large dollar amounts
  • Self-starter who works well independently and on a team
  • Not afraid to ask questions

Estimated Min Rate: $15.40

Estimated Max Rate: $23.00

What's In It for You?

We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh's network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh's extensive talent community that will provide you with access to Yoh's vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:

• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for employees working 20+ hours per week)
• MetLife Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly epayroll
• Referral Bonus Programs
• Certification and training opportunities

Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.

For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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