Brokerage Operations Specialist – Fee Billing

Kestra • Tempe, AZ

2d

About The Position

Kestra Financial is seeking a detail-oriented, service-minded Fee Billing Specialist to join its Fee Billing team. The role processes client account and advisor fees, ensuring they are billed and paid accurately and on time. The successful candidate will follow regulatory requirements, written procedures, and company policies; respond to questions and requests; and assist with training on fee billing processes. The position requires professionalism, accountability, customer and client focus, and a collaborative approach. Extra hours may be needed during peak fee-processing months, typically January, April, July, and October.

Requirements

• Lead by example.
• Routinely exercise sound business judgment.
• Have basic computer skills, including Outlook, Word, Excel, and PowerPoint.
• Acquire knowledge of the NFS Clearing Operating Platforms within 60 days of hire.
• Acquire knowledge of Report within 60 days of hire.
• Demonstrate acute attention to detail.
• Have strong organizational and problem-solving skills.
• Have 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 its Salesforce queue.
• Perform other duties as assigned.

Benefits

• Competitive pay and benefits.
• 401(k).
• Health insurance.
• Supportive, collaborative work environment.
• Training, development, and long-term growth opportunities.
• Tuition reimbursement for qualified expenses.

What This Job Offers

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