Hybrid Billing & Reporting Specialist for Advisory Services

Cetera Financial Group; Dallas (TX); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Paid PTO

401(k) plan

Parental leave

Wellness days

Job summary

Cetera Financial Group is seeking an Elite Reporting and Billing Professional in Dallas, TX, with potential for a hybrid arrangement after training. You will support advisory programs, handle billing processing, asset calculations, and customer inquiries while working with various Cetera teams.

The role emphasizes operational support, escalations handling, documentation, and contributing to corporate projects. A team-focused, detail-oriented mindset is essential.

Qualifications

• High school diploma or GED plus relevant experience (3 years).
• Strong organizational and communication skills.
• Proficiency with MS Office tools; Excel experience recommended.

Responsibilities

• Provide operational support and customer service for advisers and departments.
• Process advisory billing and perform asset calculations/reconciliation.
• Research customer accounts and respond to inquiries; handle escalations.
• Cross-train team on billing functions and workflows; maintain docs and metrics.

Skills

Workflow management

Prioritization

Independent work

Communication skills

Team collaboration

Education

Bachelor’s degree

Tools

Microsoft Excel

Job description

Cetera Financial Group is seeking an Elite Reporting and Billing Professional in Dallas, TX, with potential for a hybrid arrangement after training. You will support advisory programs, handle billing processing, asset calculations, and customer inquiries while working with various Cetera teams.

The role emphasizes operational support, escalations handling, documentation, and contributing to corporate projects. A team-focused, detail-oriented mindset is essential.