Senior Reporting & Billing Specialist (Hybrid)

Cetera Financial Group; Dallas (TX); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

PTO and holidays

401(k) with company match

Parental leave

HSA/FSA

Job summary

Cetera Financial Group in Dallas, TX is seeking a Senior Reporting and Billing Professional to join our team. This role delivers operational support and world-class client service to Cetera advisors and clients, with potential for a hybrid schedule after a training period.

You will handle advisory billing, asset calculations, account research, and inquiries via phone, email, and Salesforce, partnering with leads to meet SLAs, cross-train on billing workflows, and support financial planning

Qualifications

• Ability to multi-task
• “Flexible and adaptable to change”
• “Strong communication and organizational skills”
• “Positive role model to colleagues”
• “Highly responsive to coaching and training”
• “Ability to learn quickly and multi-task effectively in a fast-paced environment”
• “Team player attitude”
• “Energetic and results-oriented”
• “Intermediate experience with Microsoft Excel”

Responsibilities

• Support Advisory Programs including operational support and client service for Cetera advisors and networks.
• Process advisory billing and asset calculations; perform account research as requested.
• Handle daily work items with SLA adherence and escalate when needed.
• Provide phone/email support and coordinate with internal teams for resolutions.
• Cross-train team members on billing functions and workflows; ensure quality service.
• Respond to inquiries via Salesforce, email, mail, and phone in a timely manner.
• Work with Compliance, Program Manager, AdviceWorks teams on audits and issues.

Skills

Multi-tasking

Change adaptability

Communication

Organizational skills

Coaching & training

Fast-paced environment

Team player

Results oriented

Excel proficiency

Education

Bachelor’s degree

High School Diploma or GED

Tools

Salesforce

Job description

Cetera Financial Group in Dallas, TX is seeking a Senior Reporting and Billing Professional to join our team. This role delivers operational support and world-class client service to Cetera advisors and clients, with potential for a hybrid schedule after a training period.

You will handle advisory billing, asset calculations, account research, and inquiries via phone, email, and Salesforce, partnering with leads to meet SLAs, cross-train on billing workflows, and support financial planning