Billing Specialist II

Generate billing statements according to relevant client agreements and fee schedules Distribute billing statements to clients Coordinate debiting client fees from accounts Track and manage aged accounts receivables Coordinate fee rebates for terminated clients Work with the Data Integrity and Reporting team to maintain accurate billing-related data in the Portfolio Management system Update client billing information when necessary Provide periodic revenue reporting to leadership Requirements Bachelor's degree from an accredited institution Minimum of 3-5 years' experience Experience with Salesforce, Portfolio Accounting Software, DocuSign, and Microsoft Suite, or competency/ability to learn quickly Customer service background preferred Excellent verbal, written, analytical, and organizational skills Ability to identify, meet, and follow through with client needs and requests Able to work independently Enjoy being part of a team Must be highly flexible and confidential with all client and firm matters Must be 18 years of age or older Must have unrestricted work authorization to work in the United States; Corient hires U.S. citizens or permanent residents for U.S. employment opportunities, subject to stated exceptions Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement Ability to work in an office environment, including prolonged sitting and computer work May be required to lift up to 15 poundsRequired to work onsite 4 days per week Core Competencies Demonstrates expertise in billing statement generation, client account management, and revenue reporting while maintaining data integrity in Portfolio Management systems. Strong analytical, organizational, and communication skills are essential for meeting client needs and ensuring confidentiality. Highest-signal resume keywords Billing Statement Generation Accounts Receivable Management Revenue Reporting Salesforce Experience Portfolio Accounting Software ATS Optimization Keywords Hard Skills Billing Statement Generation Accounts Receivable Management Revenue Reporting Data Integrity Management Client Information Updates Soft Skills Excellent Verbal Communication Excellent Written Communication Analytical Skills Organizational Skills Customer Service Orientation Certifications & Qualifications Bachelor's Degree Industry Keywords Client Agreements Fee Schedules Confidentiality Non-Disclosure Agreement Tools & Technologies Salesforce Portfolio Accounting Software DocuSign Microsoft Suite #J-18808-Ljbffr