Fee Billing Specialist

What You’ll Do

• Comply with all regulatory rules, written desktop procedures and company policies
• Avoid errors in advisory and client account fees billed in client accounts
• Avoid errors in fee processing to advisors
• Aid in training on the fee billing processes
• Answer questions and process requests as called into the team or sent into the team’s Salesforce queue
• Work extra hours during peak processing times (typically includes January, April, July and October fee billing months)
• Perform other duties as assigned

What You Bring

• High School Graduate required
• College degree or some college preferred
• Industry related experience preferred
• Must be able to lead by example
• Routinely exercise sound business judgment
• Must have basic computer skills including Outlook, Word, Excel, and Power Point
• Knowledge of the NFS Clearing Operating Platforms within 60 days of hire is essential
• Knowledge of Revport within 60 days of hire is essential
• Must have acute attention to detail
• Strong organizational skills, problem solving skills, and excellent communication skills, both verbal and written