Wealth Billing SpecialistVirtualVocations • Fort Lauderdale, Florida, United States

Wealth Billing Specialist

VirtualVocations • Fort Lauderdale, Florida, United States

[job_card.variable_hours_ago]

[job_preview.job_type]

[job_card.full_time]

[job_card.job_description]

A company is looking for a Wealth Billing Specialist to manage the wealth billing process and provide customer service support.

Key Responsibilities

Manage the wealth billing process in Tamarac, including new account setup and billing definitions

Generate, review, process, and reconcile monthly and quarterly billings, and manage account receivable collections

Assist with onboarding new acquisitions and provide customer service regarding payment issues or discrepancies

Required Qualifications

A Bachelor's degree from a credible college or university

Experience with Tamarac or Envestnet wealth billing

A minimum of 3-5 years of experience in a similar role

Experience within the financial services industry is strongly preferred

Proficiency in Excel and MS Office

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