Senior Reporting & Billing Professional

Cetera • El Segundo, CA

2d • Hybrid

About The Position

Cetera is currently seeking a Senior Reporting and Billing Professional for our
Advisory Billing and Reporting team located in El Segundo, CA.  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
• Licensing (if applicable)

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
• You will 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.
• You will cross train team members with the foundation of the Specialty Operations role.  Cross training on billing functions, Envestnet platform and understanding workflows.
• You will 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.
• You will partner with your manager to understand all position requirements and ensure key metrics are achieved.
• Process daily work items while meeting process requirements, SLA’s and achieving quality metrics.
• You will 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

Benefits

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED
• Number of Employees: 251-500 employees