Analyst

• Validate and standardize incoming commission reports.
• Import commission data into internal systems such as RPM and Salesforce.
• Review and analyze commission data to ensure accuracy, identify variances, dropped accounts, and discrepancies.
• Synthesize data from multiple sources to validate commission outcomes.
• Navigate and negotiate challenging conversations around commission issues.
• Manage disputes with suppliers and TSDs through to resolution.
• Provide excellent customer service and conflict resolution to advisors, suppliers, and internal stakeholders.
• Oversee and manage collection efforts.
• Collaborate daily with suppliers to ensure timely receipt of commissions.
• Build and maintain strong working relationships with Advisors, TSDs, and Suppliers.
• Serve as a resource to answer commission-related inquiries and ensure a positive advisor experience.
• Partner with internal teams across departments to leverage resources in support of advisor needs.
• Share insights from commission data to support operational and business decisions.
• Assist in creating and implementing new processes to drive efficiency and accuracy.
• Identify opportunities to automate or streamline manual tasks.
• Meet and exceed deadlines consistently.
• Perform other assigned duties as needed.

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