Billing Specialist II
On-siteHouston, Texas, United States or Dallas, Texas, United States
Houston, Texas, United States or Dallas, Texas, United StatesOn-siteFull TimeBachelors DegreeMedium
Full TimeBachelors DegreeMedium
Job Summary
Generate billing statements per client agreements and fee schedules, then distribute them and coordinate debiting client fees. Track aged accounts receivables, manage fee rebates for terminated clients, and maintain accurate billing data in the Portfolio Management system. Update client billing information as necessary and provide periodic revenue reporting to leadership. This role requires a Bachelor's degree, 3-5 years of experience, and proficiency with Salesforce and Microsoft Suite. Candidates must work onsite four days per week with full U.S. work authorization.
Required Qualifications
- Bachelor's degree from an accredited institution
- Minimum of 3-5 years' experience
- Experience with Salesforce
- Experience with Portfolio Accounting Software
- Experience with DocuSign
- Experience with Microsoft Suite
- Competency or ability to learn quickly
- Detail orientation
- Service orientation
- Action orientation
- Communication
- Responsiveness
- Follow-through
- Must be 18 years of age or older
- Must have unrestricted work authorization to work in the United States
- Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement
Desired Qualifications
- Customer service background
- Excellent verbal, written, analytical, and organizational skills
- Ability to identify, meet and follow through with client needs and requests
- Ability to work independently
- Enjoy being part of a team
- Must be highly flexible and confidential with all client and firm matters
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