Reporting Billing Professional 2 - Full-time

p style="line-height:normal;"span style="color:black;font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"Cetera is currently seeking annbsp;/span/spanspan style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"Reporting and Billingnbsp;/span/spanspan style="color:black;font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"Professional for our team located in Dallas, TX.nbsp; This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients.nbsp; There is potential for this to be a hybrid role based on a successful training period./span/span/ppspan style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:115%;"strongCore Responsibilities:/strong/span/span/pul style="list-style-type:disc;"li style="margin-bottom:0in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:115%;"Support of Cetera’s Advisory Programs including, Operational support and Customer Service for various departments within the organization as well as advisors across the Cetera Network./span/span/lili style="margin-bottom:0in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:115%;"Understanding of advisory programs and billing methodologies, Operations business and established knowledge around brokerage operations New Accounts, Money Movement, and Maintenance.nbsp;/span/span/lili style="color:black;line-height:normal;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"Responsible for daily processing of work associated with department to include:/span/spanul style="list-style-type:circle;"li style="color:black;line-height:normal;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"Advisory billing processing/span/span/lili style="color:black;line-height:normal;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"Perform various asset calculations/reconciliation/span/span/lili style="color:black;line-height:normal;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"Perform research as requested on customer accounts/span/span/lili style="color:black;line-height:normal;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"Provide phone support for department/span/span/lili style="color:black;line-height:normal;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"Other duties as assigned/span/span/li/ul/lili style="margin-bottom:0in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:115%;"You will cross train team members with the foundation of the Specialty Operations role.nbsp; Cross training on billing functions, Envestnet platform and understanding workflows.nbsp;/span/span/lili style="margin-bottom:0in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:115%;"You will provide day-to-day support to the team including but not limited to escalations, workflow management and subject matter expert./span/span/lili style="margin-bottom:0in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:115%;"You will proactively work to identify and resolve potential problems with respect to operational and/or billing issues./span/span/lili style="margin-bottom:0in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:115%;"You will work to identify efficiencies within the Department’s processes and procedures/span/span/lili style="margin-bottom:0in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:115%;"Maintain department documentation/span/span/lili style="margin-bottom:0in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:115%;"Assist with key metric reporting/span/span/lili style="margin-bottom:0in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:115%;"Contributor to various Corporate projects as it relates to Advisory and out vendor platforms/span/span/lili style="margin-bottom:0in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:115%;"Respond to inquiries from internal as well as external customers via Sales Force, email, mail (if applicable), and phone (if applicable) in a timely fashion./span/spanul style="list-style-type:circle;"li style="margin-bottom:0in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:115%;"Partner with Internal teams to come to a resolutionnbsp;/span/span/li/ul/lili style="margin-bottom:0in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:115%;"First point of contact for escalations with the ability to handle cases that require detailed research as requested on customer accounts/span/span/lili style="margin-bottom:0in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:115%;"Competent in Docupace, NetX360, Adviceworks, mAA, Salesforce and Smartworks/span/span/lilip style="line-height:107%;margin-bottom:0in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:107%;"Provide the clients and advisors of our different communities operational support around Financial Planning operations./span/span/p/lilip style="line-height:107%;margin-bottom:0in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:107%;"Learn about our business and develop expertise in BD operations, processing and service as a steppingstone for acquiring additional responsibilities./span/span/p/lilip style="line-height:107%;margin-bottom:0in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:107%;"Partner with internal partners such as the Program Manager, AdviceWorks team and compliance.nbsp;/span/span/p/lilip style="line-height:107%;margin-bottom:0in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:107%;"Shared responsibility related to reviewing and completing compliance audit requests./span/span/p/lilip style="line-height:107%;margin-bottom:0in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:107%;"You will partner with your manager to understand all position requirements and ensure key metrics are achieved./span/span/p/lilip style="line-height:107%;margin-bottom:0in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:107%;"You will partner with other team members to ensure advisors experience consistent, high-quality customer service./span/span/p/lilip style="line-height:107%;margin-bottom:0in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:107%;"Comply with processes and procedures of the team and regulatory requirements./span/span/p/lilip style="margin-bottom:0in;"span style="font-family:quot;Arialquot;,sans-serif;"span class="ui-provider" style="font-size:10.0pt;line-height:115%;"Perform research as requested on customer accounts/span/span/p/lilip style="margin-bottom:0in;"span style="font-family:quot;Arialquot;,sans-serif;"span class="ui-provider" style="font-size:10.0pt;line-height:115%;"Other duties as assigned/span/span/p/li/ulp style="margin-bottom:0in;"nbsp;/ppspan style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:115%;"strongRequired Knowledge, Skills, and Abilities:/strong/span/span/pul style="list-style-type:disc;"li style="color:black;line-height:normal;tab-stops:list .5in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"Ability to manage workflow for a team and prioritization/span/span/lili style="color:black;line-height:normal;tab-stops:list .5in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"Independent; able to work and resolve complex issues with minimal guidance/span/span/lili style="color:black;line-height:normal;tab-stops:list .5in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"Ability to multi-task and prioritize with medium assistance/span/span/lili style="color:black;line-height:normal;tab-stops:list .5in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"Flexible and adaptable to change/span/span/lili style="color:black;line-height:normal;tab-stops:list .5in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"Strong communication and organizational skills/span/span/lili style="color:black;line-height:normal;tab-stops:list .5in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"Positive role model to colleagues/span/span/lili style="color:black;line-height:normal;tab-stops:list .5in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"Highly responsive to coaching and training/span/span/lili style="color:black;line-height:normal;tab-stops:list .5in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"Ability to learn quickly and multi-task effectively in a fast-paced environment/span/span/lili style="color:black;line-height:normal;tab-stops:list .5in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"Team player attitude/span/span/lili style="color:black;line-height:normal;tab-stops:list .5in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"Energetic and results-oriented/span/span/lili style="color:black;line-height:normal;tab-stops:list .5in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"Intermediate experience with Microsoft Excel/span/span/li/ulpspan style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:115%;"strongDesired Knowledge, Skills, and Abilities:/strong/span/span/pul style="list-style-type:disc;"li style="color:black;line-height:normal;tab-stops:list .5in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"Previous experience in the Finance and/or Financial Services industry/span/span/lili style="color:black;line-height:normal;tab-stops:list .5in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"Bachelor’s degree/span/span/lilip style="background-color:white;line-height:115%;margin-bottom:0in;tab-stops:list .5in;"span style="color:#333333;font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:115%;"Series 99, 6, or 7 licensed/span/span/p/lili style="color:black;line-height:normal;tab-stops:list .5in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills/span/span/lili style="color:black;line-height:normal;tab-stops:list .5in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"Ability to multi-task while staying on track with regulatory deadlines, field inquiries, and internal assignments.nbsp;/span/span/li/ulpspan style="color:black;font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:115%;"strongMinimum Required Education amp; Experience:/strongnbsp;/span/span/pul style="list-style-type:disc;"li style="color:black;line-height:normal;tab-stops:list .5in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"High School Diploma or GED/span/span/lili style="color:black;line-height:normal;tab-stops:list .5in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"3 years’ applicable experience/span/span/lili style="color:black;line-height:normal;tab-stops:list .5in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"3 years of experience with MS Office tools/span/span/lili style="color:black;line-height:normal;tab-stops:list .5in;"span style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;"Licensing (if applicable)/span/span/li/ulpspan style="font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:115%;"strongTravel Requirements:nbsp;/strong/span/spanspan style="color:black;font-family:quot;Arialquot;,sans-serif;"span style="font-size:10.0pt;line-height:115%;"No Travel Required/span/span/pp style="-webkit-text-stroke-width:0px;background-color:rgb(255, 255, 255);border:0px;color:rgb(0, 0, 0);font-family:Montserrat, Arial, sans-serif;font-feature-settings:inherit;font-kerning:inherit;font-optical-sizing:inherit;font-size-adjust:inherit;font-size:14.001px;font-stretch:inherit;font-style:normal;font-variant-alternates:inherit;font-variant-caps:normal;font-variant-east-asian:inherit;font-variant-emoji:inherit;font-variant-ligatures:normal;font-variant-numeric:inherit;font-variant-position:inherit;font-variation-settings:inherit;font-weight:400;letter-spacing:normal;line-height:inherit;margin:1em 0px 0px;orphans:2;padding:0px;scrollbar-width:thin;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;vertical-align:baseline;white-space:normal;widows:2;word-spacing:0px;"span style="color:black;font-family:inherit;"span style="border:0px;font-feature-settings:inherit;font-kerning:inherit;font-optical-sizing:inherit;font-size-adjust:inherit;font-size:10pt;font-stretch:inherit;font-style:inherit;font-variant:inherit;font-variation-settings:inherit;font-weight:inherit;line-height:15.3333px;margin:0px;padding:0px;scrollbar-width:thin;vertical-align:baseline;"#LI-Onsite/span/span/ph2Company/h2divp class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;"bspanWhat we give you in return:/span/bspan/span/p p style="margin-bottom: 1em;"Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:/p p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;"span class="ui-provider gz b c d e f g h i j k l m n o p q r s t u v w x y z ab ac ae af ag ah ai aj ak"/span/p ul liInclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship./li liEasy access to mental health benefits to meet our team members and their families where they are./li li20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities./li li401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years./li liPaid parental leave to support all team members with birth, adoption, and foster./li liHealth Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more./li liEmployee Assistance Program (EAP), LifeLock, Pet Insurance and more./li /ul p class="MsoNormal"bAbout Cetera Financial Group:/b/p p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;"span/span/p p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;"a href="http://www.ceterafinancialgroup.com/" target="_blank" rel="nofollow"spanCetera Financial Group/span/aspan® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions./span/p p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;"spanThrough its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology./span/p p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;"span"/spana href="https://www.cetera.com/about-us" target="_blank" rel="nofollow"spanCetera Financial Group/span/aspan" refers to the network of retail independent broker-dealers encompassing, among others,nbsp;/spana href="https://www.ceteraadvisornetworks.com/welcome" target="_blank" rel="nofollow"spanCetera Advisors/span/aspan,nbsp;/spana href="https://www.ceteraadvisornetworks.com/welcome" target="_blank" rel="nofollow"spanCetera Advisor Networks/span/aspan,nbsp;/spana href="https://www.cetera.com/firms/cetera-financial-institutions" target="_blank" rel="nofollow"spanCetera Financial Institutions,/span/aspanandnbsp;/spana href="https://www.cetera.com/firms/cetera-financial-specialists" target="_blank" rel="nofollow"spanCetera Financial Specialists/span/a./p p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;"ispanCetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law./span/ispan/span/p p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;"bispanAgencies please note/span/i/bispan: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated./span/ispan/span/p p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;"spanPlease review ournbsp;/spana href="https://www.cetera.com/uploads/07/12/workforce_privacy_policy.pdf" target="_blank" rel="nofollow"spanWorkforce Privacy Policy/span/aspannbsp;for further details on what information we collect and the purposes for collection./span/p p class="MsoNormal"/p p class="MsoNormal"nbsp;/p/div