Associate - Billing Platform Operations

Overview

On Site
BASED ON EXPERIENCE
Full Time
Contract - W2
Contract - Independent

Skills

Root cause analysis
Customer engagement
Computer science
Data Analysis
Financial services
Pivot table
Billing
Operations
Management
Reconciliation
Workflow
Finance
Microsoft Excel
Microsoft Power BI
Microsoft SharePoint
Salesforce.com

Job Details

Our Client, is seeking a Associate - Billing Platform Operations

Location: Onsite, St. Petersburg, FL
Position Type: Full Time/ Direct Hire

Responsibilities
" Carries out the required processes involving the billing platform, including maintenance, reconciliation, client interaction, and employing the fee debiting methods with various custodians.
" Work directly with our clients as a subject matter expert to ensure the delivery of Operational advisory fee billing activity
" Participate and drive expectations in root cause analysis to correct and/or prevent deviations in processes and workflows.
" Recommend and implement changes to avoid future occurrence
" Communicates with custodians, resource partners and our home office departments to support functionality and integration between various aspects of the platform.
" Monitors accounts and activities on platform for both professionally managed and advisor managed programs.

Requirements
" Bachelor's degree in finance, Computer Science, Data Analytics or relevant field
" 1 3 years of experience in financial services or applicable industries
" Familiar/proficient with various reconciliation tools, including but not limited to Excel (Formula Builder, Pivot Tables, etc.), PowerBI, Sharepoint, Salesforce.

SALARY: $60-$70K (depending on experience)