Billing Specialist II

Responsibilities

• Generate billing statements according to relevant client agreements and fee schedules
• Distribute billing statements to clients
• Coordinate debiting client fees from accounts
• Track and manage aged accounts receivables
• Coordinate fee rebates for terminated clients
• Work with Data Integrity and Reporting team to maintain accurate billing‑related data in Portfolio Management system
• Update client billing information when necessary
• Provide periodic revenue reporting to leadership

• Bachelor’s degree from an accredited institution
• Minimum of 3-5 years’ experience
• Experience with Salesforce, Portfolio Accounting Software, Docu Sign, Microsoft Suite (competency or ability to learn quickly)
• Customer service background preferred
• Excellent verbal, written, analytical, and organizational skills
• Ability to identify, meet and follow through with client needs and requests
• Can work independently and enjoys being part of a team
• Must be highly flexible and maintain confidentiality with all client and firm matters
• Detail orientation, Service orientation, Action orientation, Communication, Responsiveness, Follow‑through

• Required to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer
• May require ability to lift up to 15 pounds
• Position is required to work onsite 4 days per week

• 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, which include post‑employment obligations relating to non‑solicitation, confidentiality, and non‑disclosure

• 401(k) Plan with employer matching
• Four medical plan options generously subsidized by Corient
• Employer paid dental, vision & life and AD&D insurance
• Employer paid short‑term & long‑term disability
• Paid maternity & parental leave
• Flexible spending accounts & health savings accounts
• Dependent care FSA
• Commuter & transit FSA
• Corporate discount program – Perkspot
• Training reimbursement
• Paid professional designations
• Volunteer days as part of giving back to the community

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.