Billing Specialist II - Wealth Management & AR Expert

Corient Services LLC; Broken Arrow (OK); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

401(k) match

Medical plan options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

FSA / HSA benefits

Commuter & Transit FSA

Perkspot corporate discounts

Training reimbursement

Paid professional designations

Volunteer days

Job summary

Corient is seeking a Billing Specialist to generate and distribute client billing statements, coordinate debits from accounts and track aged receivables, ensuring accuracy and timeliness. You will be onsite four days per week and collaborate with the Data Integrity and Reporting teams to maintain billing data in the Portfolio Management system, while providing periodic revenue reporting to leadership.

A bachelor’s degree and 3–5 years of experience are required, with a strong service mindset and

Qualifications

• Bachelor's degree from an accredited institution.
• 3–5 years' experience.
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite.
• Customer service experience preferred.
• Excellent verbal, written, analytical, and organizational skills.
• Able to meet client needs and follow through.
• Able to work independently and in a team.
• Highly flexible and confidential with all client matters.
• Core competencies: Detail orientation, Service orientation, Action orientation, Communication, Responsiveness, Follow-through.

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 receivables.
• Coordinate fee rebates for terminated clients.
• Maintain billing data in Portfolio Management system with Data Integrity team.
• Update client billing information as needed.
• Provide periodic revenue reporting to leadership.

Skills

Detail orientation

Service orientation

Action orientation

Communication

Responsiveness

Follow-through

Team player

Independent work

Education

Bachelor's degree

Tools

Salesforce

Portfolio accounting software

DocuSign

Microsoft Suite

Job description

Corient is seeking a Billing Specialist to generate and distribute client billing statements, coordinate debits from accounts and track aged receivables, ensuring accuracy and timeliness. You will be onsite four days per week and collaborate with the Data Integrity and Reporting teams to maintain billing data in the Portfolio Management system, while providing periodic revenue reporting to leadership.

A bachelor’s degree and 3–5 years of experience are required, with a strong service mindset and