What are the responsibilities and job description for the Senior Reporting & Billing Professional position at Candidate Experience site?
We are currently seeking a Senior Reporting and Billing Professional to join our Advisory Billing team. This role provides an exceptional chance to contribute to operational success while interacting directly with our advisors and clients. After a successful training period, there is an opportunity to transition into a hybrid work arrangement.
As part of our team, you will:
- Deliver operational support and customer service to Cetera’s departments and advisors, with a focus on advisory and asset-based programs.
- Accurately process daily departmental tasks, including asset-based billing.
- Respond to inquiries from internal and external customers through email and phone, maintaining a high standard of professionalism.
- Conduct account calculations, reconciliations, and detailed research as requested.
- Investigate and resolve client issues, ensuring timely and accurate solutions.
- Take on additional responsibilities as assigned to support team objectives.
What You Will Have:
- High school diploma or GED.
- Minimum of 2 years of relevant professional experience.
- Proficiency in Microsoft Office tools, with intermediate-level expertise in Excel.
What Is Nice To Have:
- Bachelor’s degree in finance, business, or a related field.
- Previous experience in the financial services industry.
- Active Series 99, 6, or 7 license.
- Strong problem-solving, organizational, and follow-up skills.
- Ability to multitask effectively, meeting regulatory deadlines while managing customer inquiries and internal assignments.
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