Investment Operations - Billing Specialist (Rockford, IL)

Savant•Rockford, IL

11d•Hybrid

About The Position

Savant is seeking an Investment Operations Billing Specialist to support accurate client account setup and billing and the operational processes behind its wealth management firm. This entry-level or early-career opportunity is suited to someone interested in financial operations, accounting, investments, or wealth management. Previous wealth management experience is not required; training and support will be provided to help the successful candidate learn Savant’s systems, processes, and approach to client billing. The position is ideally based in Rockford, Illinois, though candidates in the Madison, Wisconsin area will also be considered. The role is hybrid and eligible for remote work long-term, with typical working hours of 8:00 a.m. to 5:00 p.m. Central Time. Savant describes its workplace as collaborative, integrated across advisory, tax, and planning, growth-oriented, values-driven, and majority employee-owned. Compensation is market-based, with an expected base salary of $55,000–$65,000. Actual compensation depends on relevant experience, skills, qualifications, geographic location, and market conditions. The role may also be eligible for additional incentive compensation based on responsibilities and performance. Applicants must be authorized to work for any U.S. employer; visa sponsorship is not available.

Requirements

Strong attention to detail and commitment to producing accurate work.
Comfort working with numbers, spreadsheets, and multiple sources of information.
Strong analytical, organizational, and problem-solving skills.
Ability to investigate issues, ask thoughtful questions, and follow them through to resolution.
Clear and professional written and verbal communication skills.
Ability to manage multiple priorities and meet recurring deadlines.
Proficiency with Microsoft Excel, Word, and Outlook, or ability to learn these programs quickly.
Collaborative approach and willingness to support teammates.
Client-first mindset and sound judgment when handling sensitive financial information.
Interest in learning financial-services technology, billing systems, and wealth management operations.
Applicants must be authorized to work for any employer in the United States; Savant cannot sponsor or take over sponsorship of an employment visa.

Nice To Haves

Associate or bachelor’s degree in business, accounting, finance, economics, mathematics, or a related field; preferred but not required.
Relevant internship, coursework, or professional experience involving numbers, data, financial information, customer service, or administrative processes.
Equivalent combinations of education, internships, and work experience will be considered.

Responsibilities

Set up new client accounts, account groupings, and billing arrangements accurately and on time.
Support collection of client fees from accounts held with custodians.
Research and help resolve billing or fee-collection issues.
Review billing history to identify discrepancies and determine appropriate next steps.
Partner with advisors and internal teams to understand unique billing situations and client fee agreements.
Assist with billing corrections, client credits, and refunds when needed.
Help create customized fee schedules aligned with client agreements.
Maintain accurate information in portfolio management and billing systems.
Respond to internal and external requests in a timely and professional manner.
Support departmental projects, including system migrations and integrations.
Identify opportunities to improve processes, systems, and team efficiency.
Collaborate with teammates and provide support during high-volume periods.

Benefits

Medical, dental, and vision coverage with multiple plan options, effective day one.
Health Savings Account or Flexible Spending Account.
Company-paid life insurance, AD&D, and disability coverage.
401(k) with company match, including Roth and Traditional options.
Team-based incentive opportunities and recognition programs.
Generous paid time off and at least 10 paid holidays.
Annual “Savantiversary” day.
Summer Hours with shorter work weeks during the summer.
Parental leave, personal leave, and other life-event support.
Employee Assistance Program.
Wellness reimbursements, including eligible gym memberships.
Flexible “Dress for Your Day” approach.
Potential additional incentive compensation based on responsibilities and performance.