Fort Mill, SC, 29716, USA
2 days ago
Sr. Commissions Specialist
Description We are seeking a detail-oriented and proactive professional to join our team as a Senior Commissions Specialist. This role supports a nationwide network of financial professionals, ensuring accurate compensation processing and delivering excellent service through operational support and data analysis. Key Responsibilities: Commissions Administration + Provide high-level support to financial professionals via phone and a shared email inbox, resolving commission-related inquiries and issues efficiently. + Create and maintain commission payout structures, submitting accurate setups to the affiliated broker-dealer for processing. + Update internal tracking systems with changes related to payouts, overrides, and necessary adjustments. + Reconcile commission setups with statements to ensure timely and accurate compensation. + Review bi-monthly commission cycles, ensuring expenses are correctly charged and submitting necessary adjustments for corrections (e.g., overrides, chargebacks). + Act as a point of escalation for complex commission matters, collaborating with external partners and internal operations teams. + Monitor and resolve anomalies or discrepancies in commission data. + Participate in onboarding activities for new financial professionals, including payout planning and introductory calls. Reporting & Data Analysis + Generate and distribute monthly reports that analyze commission trends and advisor performance. + Maintain reports to support recruiting efforts, onboarding progress, and business development goals. + Produce ad hoc and executive-level summaries on metrics such as asset growth, revenue, advisor counts, and quarterly performance. + Improve and maintain internal dashboards to ensure accuracy, usability, and insight. + Partner with cross-functional teams to refine reporting tools and enhance access to key business data. Requirements 3+ years of experience in financial services, compensation processing, or a data-focused support role. Strong Excel skills (formulas, pivot tables, lookups). Solid understanding of commission structures within financial advisory or brokerage environments. Experience with commission systems or financial CRMs is a plus. Familiarity with tools like QuickBase, SmartSheet, or similar platforms preferred. Detail-oriented with strong analytical and reconciliation abilities. Clear communicator with experience supporting both internal teams and leadership. Customer-focused, organized, and able to manage multiple priorities effectively. High level of integrity and professionalism. Self-driven and collaborative. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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