Billing Service Associate

About Renaissance Financial

Renaissance Financial is a comprehensive financial services firm with locations in St. Louis Overland Park Omaha Phoenix and Salt Lake City. Our Mission : Using creative business and personal planning we help our clients achieve financial freedom one opportunity at a time. Our true team approach and entrepreneurial atmosphere set us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our team members.

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

The mission of this full-time position is to deliver exceptional support and service to financial advisors and their teams by ensuring accurate timely and efficient billing operations. You will maintain clean and reliable data systems processing account changes with precision and producing customized reports for advisors. Through proactive communication ongoing audits and collaborative problem-solving you will facilitate seamless billing cycles.

Primary Responsibilities

• Process account openings in Orion and Client Info Table
• Process service requests such as address changes billing updates householding forms e-delivery enrollment fee exception requests
• Handle Advisor billing requests and questions
• Send deposit files to Cetera to process Sales Bases Credits every week
• Set up and maintain Orion logins for advisors and staff
• Assist Advisors in report development
• Audit Registration Types in Orion for consistency
• Audit product classifications in Orion
• Process advisor changes terminations reassignments
• Audit existing Households and fee schedules with advisors utilize queries in Orion
• Provide training to new advisors and staff as needed
• Develop timeline for quarterly billing based on Securians compensation calendar
• Develop billing manual incorporate billing Dashboard in Orion
• Build in process for delivering statements via mail or e-delivery
• Produce Quarterly Update statements for all clients ensure accuracy of delivery method
• Participate in special projects that are designed to keep databases organized with clean and accurate data.

Essential Characteristics

Education Training & Experience

Registrations Required

If you do not have the licenses listed below you will be required to obtain the licenses within your first year of employment.

Computer Equipment & Software

Working Conditions

Benefits and Incentives

Required Experience :

IC

Key Skills

Restaurant Experience,Time Management,Food Service,Data Entry,Customer Service,Direct Support,Computer Skills,Serving Experience,Medical office experience,Dietary Department Experience,Medical Terminology,Phone Etiquette

Employment Type : Full-Time

Department / Functional Area : Operations

Experience : years

Vacancy : 1