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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