Billing & Promotions Specialist

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

As a Billing and Promotions Specialis, you will play a pivotal role in shaping seamless and client-focused financial experiences. In this role, you will learn and share responsibility for the main aspects of the Advisory Billing and Promotion area, including Client Fee Promotions, Prorated Billing of Closing Accounts, Monthly Billing, and Termination Processing.

What You Will Do

• Assist with the daily processing of prorated Advisory Management fees for accounts closing prior to the normal monthly fee being charged, ensuring fees are collected prior to accounts leaving Empower Personal Wealth.
• Share in the responsibility of ensuring the timely and accurate accounting of all monthly Advisory Management fees collected.
• Utilize Salesforce/Tableau to determine promotion eligibility for Empower Personal Wealth Personal Strategy clients. Research and apply promotions to all eligible clients for the Empower Personal Wealth Personal Strategy product.
• Serve as a contact for questions related to fee promotions process.
• Prepare and process the monthly billing files as needed, validating all accounts are charged accurately and appropriately, and will verify all Advisory Management fee exceptions due to promotions/other circumstances.
• Interact with internal business partners as well as communication via email and/or phone with customers may be required.
  
  

What You Will Bring

• Bachelor’s degree in Accounting or an equivalent combination of education and professional work experience
• A minimum of 2 years’ experience in financial services operations preferred
• Moderate to advanced skills in Excel
• Working knowledge of Salesforce
• Working knowledge of Tableau
  
  

What Will Set You Apart

• Excellent operational, organizational and follow up skills
• Current knowledge of investment products and services
• Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements
• Exceptional verbal, written, and listening communication skills
• Strong interpersonal skills, team oriented and collaborative
• Strong analytical and problem-solving skills
  
  

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What We Offer You

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
  
  

Base Salary Range

$53,200.00 - $73,150.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer

• Drug-free workplace
  
  

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

04-27-2024

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