Billing Specialist

Billing Specialist

The Billing Operations team supports accurate and timely billing, receivables, revenue, and commission activities. This role is responsible for account setup and maintenance, billing processing, researching payment variances, resolving discrepancies, and responding to client inquiries while ensuring operational controls and service-level requirements are met.

Key Responsibilities

• Perform account onboarding and maintenance, including billing setups, fee schedules, and billing information.
• Research and resolve payment variances, rejects, billing discrepancies, and other routine operational issues.
• Respond to client inquiries regarding invoices, payments, receivables, and commission activity.
• Review and reconcile billing, payment, revenue, and commission information for accuracy and completeness.
• Follow established processes, controls, service levels, and procedures to ensure accurate transaction processing.
• Identify potential issues and understand upstream and downstream impacts across operational processes.
• Work with cross-functional teams to investigate and resolve discrepancies and support business initiatives.
• Manage high-volume workflows while maintaining accuracy and meeting established service-level expectations.
• Use multiple systems and applications to complete operational tasks efficiently.

Required Qualifications

• Minimum of 1 year of experience performing operational processes in accordance with established procedures, service levels, and control requirements.
• Experience reviewing financial transactions, operational activity, or client documentation for accuracy and completeness.
• Strong attention to detail with the ability to manage high-volume workflows.
• Proficiency with MS Excel, including VLOOKUP, Pivot Tables, and data reconciliation.
• General understanding of accounting and financial reporting principles.
• Ability to work effectively across multiple systems and applications.

Preferred Qualifications

• Experience in billing, accounts receivable, payment processing, revenue collection, or finance-related operations.
• Experience validating financial, operational, or client data.
• Strong problem-solving and research skills.
• Experience collaborating with cross-functional business partners.
• General knowledge of wealth management, retirement, lending, or investment products.

The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, paid time off, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, and paid holidays annually – as applicable.