Senior Reporting & Billing Professional
About The Position
Cetera is seeking a Senior Reporting and Billing Professional to provide operational support and customer service for its advisory programs, internal departments, and financial advisors across the Cetera Network. The role is based in Dallas, Texas, with the potential to become hybrid after a successful training period. The position handles daily advisory billing and other operational work, including asset calculations and reconciliations, account research, and phone support. The professional responds to internal and external inquiries, resolves operational and billing issues, handles low- to mid-level escalations, and partners with internal teams and leadership to meet service-level agreements, quality metrics, and regulatory requirements. The role also includes cross-training colleagues, learning multiple operational platforms and workflows, and supporting financial planning operations for clients and advisors.
Requirements
- High school diploma or GED.
- At least 1 year of applicable experience.
- At least 1 year of experience with Microsoft Office tools.
- Intermediate experience with Microsoft Excel.
- Ability to multitask effectively in a fast-paced environment.
- Flexible and adaptable to change.
- Strong communication and organizational skills.
- Positive role model to colleagues.
- Responsiveness to coaching and training, and ability to learn quickly.
- Team-player attitude; energetic and results-oriented.
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, organizational, and follow-up skills.
- Ability to manage regulatory deadlines, field inquiries, and internal assignments while multitasking.
Responsibilities
- Provide operational support and customer service for Cetera’s advisory programs, internal departments, and advisors across the Cetera Network.
- Process daily advisory billing and other departmental work items in accordance with process requirements, service-level agreements, and quality metrics.
- Perform asset calculations and reconciliations.
- Research customer accounts and handle complex cases requiring detailed investigation.
- Provide phone support for the department, when applicable.
- Respond promptly to internal and external inquiries through Salesforce, email, mail, and phone, as applicable.
- Partner with internal teams to resolve inquiries and operational or billing issues.
- Handle low- to mid-level escalations in partnership with the Operations Team Lead and leadership.
- Cross-train team members on Specialty Operations fundamentals, billing functions, the Envestnet platform, and workflows.
- Learn and become competent in Docupace, NetX360, Adviceworks, mAA, Salesforce, and Smartworks.
- Provide operational support for financial planning operations across different client and advisor communities.
- Partner with the Program Manager, AdviceWorks team, compliance, and other internal partners.
- Share responsibility for reviewing and completing compliance audit requests.
- Meet key performance metrics and regulatory requirements, and help ensure consistent, high-quality service for advisors.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
