Elite Reporting & Billing Professional

Cetera Financial Group•Dallas, TX

About The Position

Cetera is seeking an Elite Reporting and Billing Professional for its Dallas, Texas team. The role provides operational support and customer service for Cetera’s Advisory Programs, internal departments, and financial advisors across the Cetera Network. The position may become hybrid after successful completion of a training period. The professional handles daily advisory billing, asset calculations and reconciliations, account research, departmental phone support, and related operational work. The role also supports Financial Planning operations, responds to internal and external inquiries, and partners with internal teams to resolve issues. It serves as a first point of contact for escalations and involves detailed account research, workflow management, and subject-matter expertise. The role includes cross-training team members on Specialty Operations foundations, billing functions, the Envestnet platform, and workflows. The professional helps identify operational and billing problems and process efficiencies, maintains department documentation, contributes to key metric reporting and corporate projects, and shares responsibility for compliance audit requests. The position also requires working with a manager and teammates to meet key metrics, provide consistent customer service, and comply with team procedures and regulatory requirements.

Requirements

High school diploma or GED.
At least 3 years of applicable experience.
At least 3 years of experience with Microsoft Office tools.
Ability to manage and prioritize a team's workflow.
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 serve as a positive role model to 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.

Nice To Haves

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

Responsibilities

Provide operational support and customer service for Cetera Advisory Programs, internal departments, and advisors across the Cetera Network.
Process daily advisory billing work.
Perform asset calculations and reconciliations.
Research customer accounts as requested.
Provide phone support for the department.
Cross-train team members on Specialty Operations, billing functions, the Envestnet platform, and workflows.
Provide day-to-day team support, including escalation handling, workflow management, and subject-matter expertise.
Identify and resolve potential operational and billing issues.
Identify efficiencies in departmental processes and procedures.
Maintain department documentation and assist with key metric reporting.
Contribute to corporate projects related to Advisory and vendor platforms.
Respond promptly to internal and external customer inquiries through Salesforce, email, mail, and phone, as applicable.
Partner with internal teams to resolve issues.
Serve as the first point of contact for escalations and handle cases requiring detailed account research.
Provide operational support for Financial Planning operations to clients and advisors.
Partner with the Program Manager, AdviceWorks team, compliance, and other internal partners.
Share responsibility for reviewing and completing compliance audit requests.
Partner with the manager to understand position requirements and achieve key metrics.
Work with team members to provide advisors with consistent, high-quality customer service.
Follow team processes and procedures and regulatory requirements.
Perform other duties as assigned.