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Advisory Billing Specialist - Wealth Ops; Onsite

Job in Leawood, Johnson County, Kansas, 66206, USA
Listing for: CreativeOne
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Advisory Billing Specialist - Wealth Ops (Onsite)
A financial services firm in Overland Park, Kansas, is looking for an Advisory Billing Specialist. This full-time role involves processing billing for advisory services and requires at least 4 years in investment operations, including 2 years in advisory billing. The ideal candidate will communicate effectively with clients and internal teams, ensuring the accuracy and timeliness of financial transactions. Strong organizational and analytical skills are essential for success in this position.
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