Billing Analyst

AssetMark • Charlotte, NC

8d • $60,000 - $70,000 • Hybrid

About The Position

The Platform Revenue (Billing) team manages all aspects of fee billing including fee calculation, fee validation, fee debiting/crediting, fee reconciliation, fee reporting, fee maintenance, and facilitation of fee payment to Financial Advisor Firms, Financial Advisors, and Strategists. The team manages 4 quarterly cycles and 12 monthly billing cycles on an annual basis. This is a full-time position in our Charlotte, NC office with a hybrid work schedule.

Requirements

• Excellent Communication Skills - verbal, written, and interpersonal
• Detail-oriented with advanced problem-solving skills
• Takes ownership and drives tasks to completion with minimal supervision
• Works well under pressure and manages multiple priorities and deadlines
• Ability to work independently and as part of a team
• Strong partnering abilities – able to work effectively with cross-functional teams across multiple physical locations
• Strong PC skills and the ability to quickly master other related business systems
• Strong Microsoft Excel skills and experience using AI tools to improve efficiency, analyze data, and support business processes
• Outstanding Customer Focus – seeing the “bigger” picture and the ability to always identify what is in the best interest of the client and the firm
• Proactive in own growth and development and key to the growth and development of the team
• Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Nice To Haves

• Bachelor’s Degree preferred
• 3+ years of financial services or billing experience is preferred

Responsibilities

• Administer all aspects of monthly and/or quarterly revenue collection process across different business units within AssetMark, Inc
• Process and oversee 3rd party/partner payment processes, such as Marketing Support/Premier BD payments
• Perform daily peer review/QC of billing maintenance requests
• Perform daily billing transaction review and fee account set up error review.
• Implement and review negotiated fee agreements
• Continuously upgrade billing standard operating procedures
• Work closely with other teams to deliver ad-hoc revenue analysis as needed.
• Process-improvement mindset – Proactively identifying gaps or challenges in a process that require change
• Following through on a solution to a problem and engaging in implementation from beginning to end

Benefits

• Flex Time or Paid Time Off and Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level