Senior Reporting and Billing Professional

Cetera•Dallas, TX

11d•$26 - $33•Hybrid

About The Position

Cetera is currently seeking a Senior Reporting and Billing Professional for our Advisory Billing and Reporting team located in Dallas, TX. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period.

Requirements

Ability to multi-task
Flexible and adaptable to change
Strong communication and organizational skills
Positive role model to colleagues
Highly responsive to coaching and training
Ability to learn quickly and multi-task effectively in a fast-paced environment
Team player attitude
Energetic and results-oriented
Intermediate experience with Microsoft Excel
High School Diploma or GED
1 years’ applicable experience
1 years of experience with MS Office tools

Nice To Haves

Previous experience in the Finance and/or Financial Services industry
Bachelor’s degree
Series 99, 6, or 7 licensed
Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
Ability to multi-task while staying on track with regulatory deadlines, field inquiries, and internal assignments.

Responsibilities

Support of Cetera’s Advisory Programs including, Operational support and Customer Service for various departments within the organization as well as advisors across the Cetera Network.
Understanding of advisory programs and billing methodologies, Operations business and established knowledge around brokerage operations New Accounts, Money Movement, and Maintenance.
Responsible for daily processing of work associated with department to include: Advisory billing processing, Perform various asset calculations/reconciliation, Perform research as requested on customer accounts, Provide phone support for department, Other duties as assigned.
Partner with your Operations Lead and/or Team Lead to understand all position requirements and ensure key metrics are achieved and within Service Level Agreements.
Cross train team members with the foundation of the Specialty Operations role. Cross training on billing functions, Envestnet platform and understanding workflows.
Proactively work to identify and resolve potential problems with respect to operational and/or billing issues.
Respond to inquiries from internal as well as external customers via Sales Force, email, mail (if applicable), and phone (if applicable) in a timely fashion.
Partner with Internal teams to come to a resolution.
Handle complex cases that require detailed research as requested on customer accounts, respond on time.
Become competent in Docupace, NetX360, Adviceworks, mAA, Salesforce and Smartworks.
Provide the clients and advisors of our different communities operational support around Financial Planning operations.
Learn about our business and develop expertise in BD operations, processing and service as a steppingstone for acquiring additional responsibilities.
Responsible for low to mid escalations, partnering with Operations Team Lead and leadership to help resolve.
Partner with internal partners such as the Program Manager, AdviceWorks team and compliance.
Shared responsibility related to reviewing and completing compliance audit requests.
Partner with your manager to understand all position requirements and ensure key metrics are achieved.
Process daily work items while meeting process requirements, SLAs and achieving quality metrics.
Partner with other team members to ensure advisors experience consistent, high-quality customer service.
Comply with processes and procedures of the team and regulatory requirements.
Perform research as requested on customer accounts.
Other duties as assigned.