Brokerage Operations Specialist – Fee Billing

Kestra Financial, Inc.; Tempe (AZ); On-site; USD 40,000 - 55,000; Full time

Job summary

Kestra Financial, Inc. is seeking a dynamic Data Entry Fee Billing Specialist to join the Fee Billing team in Tempe, AZ. The role focuses on processing client account and advisor fees with a high attention to detail and service mindset.

Ideal candidates are detail oriented, capable of handling inquiries, and willing to train others on the billing process. The position may require additional hours during peak periods to ensure timely billing and compliance.

Qualifications

• Must be able to lead by example and exercise sound business judgment.
• Attention to detail is essential for accurate fee billing and reporting.
• Strong communication and organizational skills are required for handling inquiries and training support.

Responsibilities

• Comply with all regulatory rules, 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 via Salesforce queue.
• Ability to work extra hours during peak processing times (January, April, July and October fee billing months).
• Other duties as assigned.
• Demonstrate professionalism, accountability, customer focus, and teamwork.

Skills

Lead by example

Sound business judgment

Attention to detail

Communication

Organizational skills

Problem solving

Teamwork

Tools

Outlook

Word

Excel

PowerPoint

NFS Clearing Platform

Report (BI)

Job description

Lead with Purpose. Partner with Impact

Kestra Financial is seeking a dynamic and motivated data entry Fee Billing Specialist to join our Fee Billing team. In this role, you will be responsible for processing client account and advisor fees. The ideal candidate is detail oriented, has a service mindset, and is eager to contribute to our mission of Powering Financial Independence by having a serve, make it happen, and one team mentality.

What You’ll Do:

• 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

What You Bring

• 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
• Individual must also possess strong organizational skills, problem solving skills, and excellent communication skills, both verbal and written