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CreativeOne · 8 hours ago

Advisory Billing Specialist

Leawood, KS

Full-time

Onsite

Mid Level

4+ years exp

CreativeOne is a nationally recognized leader in financial services, dedicated to empowering independent financial advisors. The Advisory Billing Specialist will process billing for advisory services, ensuring timely and accurate billing cycles while communicating effectively with advisors and internal teams.

AdvertisingFinanceFinancial ServicesInsurance

No H1B

Responsibilities

Ability to meet strict deadlines in fast-paced environment

Responsible for specific billing runs; including custodian uploads, fee billing analysis, adjustment billing, etc

Provide communication and support to advisors

Troubleshoot issues resulting from advisor inquiries on client billing

Daily interaction with advisors, vendors, and teammates to provide excellent customer service

Assist and/or resolve account issues/problems with custodial firms

Special projects as needed

Qualification

Advisory billing experienceInvestment operations experienceCharles Schwab proficiencyFidelity proficiencyPershing proficiencySeries 65 certificationSeries 7 certificationAnalytical skillsCommunication skillsProblem solving skillsTeam-orientedOrganizational skills

Required

Ability to meet strict deadlines in fast-paced environment

Responsible for specific billing runs; including custodian uploads, fee billing analysis, adjustment billing, etc

Provide communication and support to advisors

Troubleshoot issues resulting from advisor inquiries on client billing

Daily interaction with advisors, vendors, and teammates to provide excellent customer service

Assist and/or resolve account issues/problems with custodial firms

Special projects as needed

Positive attitude

Adaptability to frequent change

Willingness to learn, contribute to organizational growth

Highly organized and communicative

Prioritizes work and adheres to established turnaround times and deadlines

Applies critical thinking, problem solving skills, and evaluates the level of sensitivity, risk and confidentiality of the work being performed in order to see it through to a resolution

Displays patience and empathy both verbally and in writing when communicating with advisors

Effectively communicates with cross functional team members within the department and across the organization both verbally and in writing

Must be team-oriented, enjoy working with people, and be proactive, flexible, and have the ability to work independently and accurately in a fast-paced environment