Elite Reporting & Billing Professional

Cetera•Dallas, TX

6d•$28 - $38

About The Position

Cetera is seeking an Elite Reporting and Billing Professional to provide operational support and customer service for its advisory programs. The position supports departments across the organization and advisors throughout the Cetera Network, with responsibilities involving advisory billing, asset calculations and reconciliation, account research, phone support, workflow management, escalations, and reporting. The role also contributes to corporate projects, maintains department documentation, supports compliance audit requests, and identifies ways to improve processes. The position is based in Dallas, Texas, with potential for a hybrid arrangement after successful completion of a training period. No travel is required.

Requirements

High school diploma or GED.
Three years of applicable experience.
Three years of experience with Microsoft Office tools.
Ability to manage team workflow and priorities.
Ability to work independently and resolve complex issues with minimal guidance.
Ability to multitask and prioritize with medium assistance.
Flexibility and adaptability to change.
Strong communication and organizational skills.
Ability to act as a positive role model for colleagues.
Responsiveness to coaching and training.
Ability to learn quickly and multitask effectively in a fast-paced environment.
Team-player attitude.
Energetic and results-oriented approach.
Intermediate experience with Microsoft Excel.
Licensing, if applicable.

Nice To Haves

Previous experience in the finance or financial services industry.
Bachelor’s degree.
Series 99, 6, or 7 license.
Demonstrated experience delivering excellent problem resolution, organization, and follow-up.
Ability to multitask while meeting regulatory deadlines and managing field inquiries and internal assignments.

Responsibilities

Support Cetera’s advisory programs by providing operational support and customer service to internal departments and advisors across the Cetera Network.
Process daily departmental work, including advisory billing, asset calculations and reconciliations, customer-account research, and phone support.
Cross-train team members on Specialty Operations fundamentals, billing functions, the Envestnet platform, and workflows.
Provide day-to-day team support, including escalations, workflow management, and subject-matter expertise.
Identify and resolve potential operational or billing problems proactively.
Identify efficiencies in departmental processes and procedures.
Maintain department documentation and assist with key metric reporting.
Contribute to corporate projects related to Advisory and external vendor platforms.
Respond promptly to internal and external customer inquiries through Salesforce, email, mail when applicable, and phone when applicable.
Partner with internal teams to resolve inquiries and issues.
Serve as the first point of contact for escalations and conduct detailed customer-account research as requested.
Provide operational support for financial planning operations to clients and advisors in different communities.
Develop expertise in broker-dealer operations, processing, and service as preparation for additional responsibilities.
Partner with internal stakeholders, including the Program Manager, AdviceWorks team, and Compliance.
Share responsibility for reviewing and completing compliance audit requests.
Work with the manager to understand role requirements and achieve key metrics.
Coordinate with team members to provide advisors with consistent, high-quality customer service.
Follow team processes and procedures and comply with regulatory requirements.
Perform other duties as assigned.