Billing Specialist II

About the role

Join a team that values your ambition and empowers your growth. At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.

Responsibilities

• 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 Data Integrity and Reporting team to maintain accurate billing-related data in 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, Microsoft Suite (competency or 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

Skills

• Detail orientation
• Service orientation
• Action orientation
• Communication
• Responsiveness
• Follow-through

Benefits

• 401(k) Plan with Employer Matching
• Four Medical Plan options that are generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Volunteer days to give back to the community

Schedule

• This position is required to work onsite 4 days per week.

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer.
• This position may require the ability to lift up to 15 pounds.

Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.