Commissions Associate

COMMISSIONS ASSOCIATE

LOCATION: Coppell, TX | Hybrid (3 days onsite)

COMPENSATION:  Pay: $28.39 per hour

SCHEDULE: Monday - Friday, Business Hours (Flexible for OT and weekends as needed)

ROLE IMPACT: The Commissions Associate supports financial advisors by researching and resolving commission inquiries, ensuring accurate payments and timely issue resolution. This role uses analytical skills, accounting knowledge, and Salesforce case management to identify discrepancies, resolve complex commission issues, and improve operational efficiency. Success requires strong attention to detail, independent problem-solving, and meeting established service levels within 48 hours.

KEY RESPONSIBILITIES
• Research, analyze, and resolve commission inquiries through Salesforce for financial advisors, broker-dealers (BD), and resource centers, meeting 48-hour service-level expectations.
• Investigate commission discrepancies, perform root cause analysis, and recommend process improvements to increase accuracy and efficiency.
• Review complex commission cases, accounting records, and financial data to identify issues and determine appropriate resolutions.
• Respond to advisor inquiries and customer calls, using multiple systems and resources to troubleshoot issues and provide timely solutions.
• Train new advisors on commission statements and client analytics as requested while supporting team projects and operational priorities.

MINIMUM QUALIFICATIONS
• At least 1 year of accounting experience, including financial data review, reconciliation, or transaction analysis.
• Proficiency in Microsoft Office, particularly Excel, and 10-key data entry.
• Strong analytical, organizational, and communication skills with the ability to work independently, manage competing deadlines, and maintain accuracy.

CORE TOOLS & SYSTEMS
• Salesforce – Case management and commission inquiry tracking
• Microsoft Excel – Financial analysis and data review
• Microsoft Office – Documentation and reporting
• 10-Key – Numeric data entry
• Commission Statements – Payment review and reconciliation

PREFERRED SKILLS
• 1–3 years of experience in a financial institution, brokerage, or financial services environment.
• Experience with Docupace, NetXPro, or Salesforce.
• Strong troubleshooting skills, sound judgment, adaptability, and willingness to work overtime as needed.

LEGAL NOTICE
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