Client Compensation Specialist - Service

Join Our Team as a Client Compensation Specialist!

Are you a customer-focused professional with a knack for multitasking and problem-solving? This hybrid role offers an exciting opportunity to be at the forefront of client and advisor interactions, delivering exceptional service during a critical transition.

In this frontline support role, you'll handle approximately 15 calls daily, each lasting around 10-12 minutes, assisting advisors, third-party sponsors, and clients with their inquiries related to the CFN conversion. Your expertise will help ensure a smooth process, providing clarity, reassurance, and expert guidance every step of the way.

Required Skills:

• Proven phone experience with a focus on customer service excellence


• Exceptional communication and active listening skills


• Experience within the finance industry, specifically investment or banking sectors


• Strong probing skills to identify client needs and issues


• Patience and ability to de-escalate frustrated clients


• Comfort with asking insightful questions and thinking creatively to resolve issues


• Ability to remain calm and professional in high-pressure situations

Nice to Have Skills:

• Prior experience supporting financial conversions or project transitions


• Knowledge of client compensation processes or related financial operations


• Familiarity with financial software or CRM systems

Preferred Education and Experience:

• High school diploma required; bachelor’s degree preferred


• Previous customer support experience in finance or investment sectors

Other Requirements:

• Hybrid schedule: in-office Monday through Wednesday (8:30 AM – 5:00 PM ET), with remote flexibility on other days


• Availability to start on August 4th

If you thrive in a dynamic environment where your problem-solving skills and customer service expertise make a real impact, we want to hear from you. Take the next step in your career—apply now and become a crucial part of our client support team!