Billing Specialist II

Corient Services LLC; Charlotte (NC); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

401(k) matching

Medical plans

Dental, Vision & Life insurance

Short-term & Long-term Disability

Parental Leave

FSAs & Health Savings Accounts

Commuter benefits

Perkspot corporate discount

Job summary

Corient Services LLC is seeking a detailed, client-focused billing specialist to support high-net-worth services. You will generate and distribute accurate billing statements, coordinate fee debits, and monitor aged receivables while ensuring data integrity across the Portfolio Management system.

The role requires strong communication, reliability and the ability to work independently as part of a team in an onsite office environment in Charlotte, NC four days a week.

Qualifications

• Bachelor's degree required.
• 3–5 years of experience preferred.
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite.

Responsibilities

• Generate billing statements according to client agreements and fee schedules.
• Distribute billing statements to clients.
• Coordinate debiting client fees from accounts.
• Track and manage aged accounts receivable.
• Coordinate fee rebates for terminated clients.
• Maintain billing-related data in Portfolio Management system.
• Update client billing information as needed.
• Provide periodic revenue reporting to leadership.

Skills

Customer service

Communication

Analytical skills

Organizational skills

Independent worker

Team player

Fast learner

Education

Bachelor's degree

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Job description

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Responsibilities

• Generate billing statements according to relevant client agreements and fee schedules
• Distribute billing statements to clients
• Coordinate debiting client fees from accounts
• Track and manage aged accounts receivables
• Coordinate fee rebates for terminated clients
• Work with Data Integrity and Reporting team to maintain accurate billing-related data in Portfolio Management system
• Update client billing information when necessary
• Provide periodic revenue reporting to leadership

Qualifications & Requirements

• Bachelor's degree from an accredited institution
• Minimum of 3-5 years' experience
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly)
• Customer service background preferred
• Excellent verbal, written, analytical, and organizational skills
• Ability to identify, meet and follow through with client needs and requests
• Able to work independently
• Enjoy being part of a team
• Must be highly flexible and confidential with all client and firm matters

Competencies

• Detail orientation
• Service orientation
• Action orientation
• Communication
• ResponsivenessFollow-through

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer.
• Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States.
• For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.
• Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill.
• Corient will require proof of work authorization.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
• If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.
• Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days

Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses. At Corient, we combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of best-in-class advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we always put our clients first and at the center of everything we do.