Brokerage Operations Specialist – Fee Billing

Kestra Holdings • Tempe, AZ

1d

About The Position

Kestra Financial is seeking a dynamic, motivated data entry Fee Billing Specialist to join its Fee Billing team. The role processes client account and advisor fees, with a focus on accurate and timely billing and fee processing. The ideal candidate is detail-oriented, service-minded, and committed to contributing to the company’s mission of Powering Financial Independence through a serve, make it happen, and one team mentality.

The position requires compliance with regulatory rules, written desktop procedures, and company policies. The specialist responds to questions and requests received by the team or through its Salesforce queue, and assists with training on fee billing processes. Extra hours may be needed during peak processing periods, typically in January, April, July, and October.

Requirements

• Must be able to lead by example.
• Must routinely exercise sound business judgment.
• Basic computer skills, including knowledge of Outlook, Word, Excel, and PowerPoint.
• Knowledge of NFS Clearing Operating Platforms within 60 days of hire is essential.
• Knowledge of Report within 60 days of hire is essential.
• Acute attention to detail.
• Strong organizational and problem-solving skills.
• Excellent verbal and written communication skills.

Responsibilities

• Comply with regulatory rules, written desktop procedures, and company policies.
• Ensure advisory and client account fees are billed accurately and on time in client accounts.
• Ensure fees are processed accurately and on time for advisors.
• Assist with training on fee billing processes.
• Answer questions and process requests received by the team or through the team’s Salesforce queue.
• Work extra hours during peak processing times, typically in January, April, July, and October.
• Perform other duties as assigned.
• Demonstrate professionalism, accountability, customer/client focus, and teamwork.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed