Brokerage Fee Billing Specialist — Detail‑Oriented Ops

Kestra Financial, Inc.; Tempe (AZ); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Competitive pay

401(k) and health insurance

Professional development

Tuition reimbursement

Supportive team environment

Job summary

Kestra Financial, Inc. is seeking a dynamic and motivated data entry Fee Billing Specialist to join our Fee Billing team. You will process client account and advisor fees with attention to accuracy and timeliness, supporting the advisor network across Kestra’s platform.

The role emphasizes service mindset, detail orientation, and collaboration within a team focused on powering financial independence. Opportunities for training and growth are available.

Qualifications

• Must be able to lead by example.
• Must routinely exercise sound business judgment.
• Must have basic computer skills including Outlook, Word, Excel, and Power Point.
• Knowledge of the NFS Clearing Operating Platforms within 60 days of hire is essential.
• Knowledge of Report within 60 days of hire is essential.
• Must have acute attention to detail.
• Strong organizational skills, problem solving skills, and excellent communication skills, both verbal and written.

Responsibilities

• Comply with all regulatory rules, written desktop procedures and company policies.
• Ensure accurate and timely advisory and client account fees billed in client accounts.
• Ensure accurate and timely fee processing to advisors.
• Assist with training on the fee billing processes.
• Answer questions and process requests as called into the team or sent into the team’s Salesforce queue.
• Ability to work extra hours during peak processing times (typically includes January, April, July and October fee billing months).
• Other duties as assigned
• Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwor

Skills

Lead by example

Sound business judgment

Attention to detail

Organizational skills

Problem solving

Communication skills

Outlook

Word

Excel

PowerPoint

Salesforce

Tools

Outlook

Word

Excel

PowerPoint

Salesforce

NFS Clearing OS

Reports knowledge

Job description

Kestra Financial, Inc. is seeking a dynamic and motivated data entry Fee Billing Specialist to join our Fee Billing team. You will process client account and advisor fees with attention to accuracy and timeliness, supporting the advisor network across Kestra’s platform.

The role emphasizes service mindset, detail orientation, and collaboration within a team focused on powering financial independence. Opportunities for training and growth are available.