Billing Specialist II

Corient; Tulsa (OK); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Employer paid Dental, Vision & Life

Employer paid Short-term & Long-term D

Paid Maternity & Parental Leave

Flexible Spending Accounts & Health S…

Dependent Care FSA

Commuter & Transit FSA

Perkspot Discount Program

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient is seeking a Billing Specialist II to join our team in Tulsa. You will generate and distribute billing statements, coordinate debits, and manage aged receivables while maintaining high data integrity.

Strong customer service and analytical skills are essential for accurate revenue reporting and client support. Qualifications include a bachelor's degree and 3–5 years' experience, with proficiency in Salesforce, portfolio accounting software, DocuSign, and Microsoft Office.

Qualifications

• Bachelor's degree from an accredited institution.
• 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.
• Update client billing information as needed.
• Provide periodic revenue reporting to leadership.

Skills

Billing statements

Customer service

Data accuracy

Analytical skills

Communication

Education

Bachelor's degree

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Office

Job description

## Billing Specialist IIApplylocations: US-OK-Tulsa-2222 South Utica Pl-Suite 100: US-TX-Frisco-3001 Dallas Pkwy-Suite 550: Dallas, TX: Houston, TX: US-TX-Houston-3712 Autry Park Drive-0600time type: Full timeposted on: Posted 2 Days Agojob requisition id: JR5946**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* Responsiveness* Follow-through*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.* **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-employment obligations relating to non-solicitation, confidentiality, and non-disclosure. **What You Can Expect from Us**Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:* 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 the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. 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.