Referral Specialist

• Perform exception‑based remittance research and advanced reconciliation of referral fees and NPR
• Serve as secondary vendor contact for referral fee inquiries and issue resolution
• Conduct fact‑finding and resolve vendor matters requiring coding corrections or refunds
• Collaborate with ORM to ensure compliance related to referral fees, vendors, and clients
• Oversee firm‑wide referral fee payment application processes and inquiries
• Process refunds for clients when referral fees cannot be retained
• Maintain and support vendor relationships related to referral clients and fee validation
• Manage NPR referral receipt operations including validation of vendors with ORM for referral fee eligibility, monitoring vendor payments and matching remittance documents to clients and GL accounts, posting client NPR to the GL via journal entries, ensuring referral fee acceptance processes operate correctly firm‑wide, accessing vendor portals to confirm accurate referral client assignments
• Deliver daily and monthly reporting on NPR to Consulting LOB leadership
• Conduct monthly reconciliation of NPR and related balance sheet accounts for the entire firm
• Perform additional tasks as assigned

• Associate’s degree or equivalent experience
• Strong Microsoft Office skills
• Effective verbal and written communication
• High attention to detail and accuracy
• Ability to work both autonomously and collaboratively
• Strong organizational and time‑management skills
• 2–4 years relevant experience

Bachelor’s degree or equivalent experience

• medical, vision, dental, and life and disability insurance
• company 401(k) plan