Wealth Management Billing Specialist II

Corient Private Wealth LLC.; Charlotte (NC); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Generously subsidized Medical Plan

Paid Maternity & Parental Leave

Corporate Discount Program - Perkspot

Professional Designations reimbursement

Job summary

Corient Private Wealth LLC. in Charlotte, NC is seeking a motivated individual for billing management tasks. Responsibilities include generating and distributing billing statements, managing accounts receivables, and ensuring data integrity in billing systems. The ideal candidate has a Bachelor's degree, 3-5 years of experience, and is familiar with tools such as Salesforce and Microsoft Suite. The position requires excellent communication skills and the ability to handle sensitive client information with confidentiality.

Qualifications

• Minimum of 3-5 years' experience.
• Ability to work independently and in a team.
• Must be highly flexible and confidential.

Responsibilities

• Generate billing statements according to client agreements.
• Distribute billing statements to clients.
• Track and manage aged accounts receivables.

Skills

Customer service background

Analytical skills

Excellent verbal communication

Excellent written communication

Organizational skills

Education

Bachelor's degree from an accredited institution

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Job description

Corient Private Wealth LLC. in Charlotte, NC is seeking a motivated individual for billing management tasks. Responsibilities include generating and distributing billing statements, managing accounts receivables, and ensuring data integrity in billing systems. The ideal candidate has a Bachelor's degree, 3-5 years of experience, and is familiar with tools such as Salesforce and Microsoft Suite. The position requires excellent communication skills and the ability to handle sensitive client information with confidentiality.