Investment Operations - Billing Specialist; Rockford, IL

Position: Investment Operations - Billing Specialist (Rockford, IL)
Location: Town of Middleton

Savant is seeking an Investment Operations Billing Specialist in Rockford, IL.Are you analytical, detail-oriented, and interested in building a career in financial services? As an Investment Operations Billing Specialist, you’ll help ensure client accounts are established and billed accurately while supporting the operational processes behind a growing wealth management firm. This is a great opportunity for someone early in their career who enjoys working with numbers, investigating discrepancies, and finding practical solutions.

You do not need previous wealth management experience to be considered. We’re looking for someone who brings strong attention to detail, sound judgment, and an eagerness to  this role, you can expect to focus in the following areas:

Setting up new client accounts, account groupings, and billing arrangements accurately and on time Supporting the collection of client fees from accounts held with our custodians

Researching and helping resolve billing or fee-collection issues

Reviewing billing history to identify discrepancies and determine appropriate next steps

Partnering with advisors and internal teams to understand unique billing situations and client fee agreements

Assisting with billing corrections, client credits, and refunds when needed

Helping create customized fee schedules that align with client agreements

Maintaining accurate information in our portfolio management and billing systems

Responding to internal and external requests in a timely and professional manner

Supporting departmental projects, including system migrations and integrations

Identifying opportunities to improve processes, systems, and team efficiency

Collaborating with teammates and providing support during high-volume periods

These responsibilities reflect the account setup, fee collection, auditing, research, reporting, and cross-functional coordination included in the current role description.

A couple things to note about our Investment Operations Billing Specialist position:

Position location:

Ideally - Rockford, IL; however, we will also consider candidates in the Madison, WI area

Work model:
Hybrid and remote eligible long-term.

Typical working hours: 8:00am - 5:00pm CSTThis is an excellent opportunity for an entry-level or early-career candidate interested in financial operations, accounting, investments, or wealth management.

Training and support will be provided to help you learn Savant’s systems, processes, and approach to client billing.

The Investment Operations Billing Specialist position typically requires the following qualifications:

Associate or bachelor’s degree in business, accounting, finance, economics, mathematics, or a related field preferred, but not required

Relevant internship, coursework, or professional experience involving numbers, data, financial information, customer service, or administrative processes is helpful

Strong attention to detail and commitment to producing accurate work Comfort working with numbers, spreadsheets, and multiple sources of information

Strong analytical, organizational, and problem-solving skills

Ability to investigate an issue, ask thoughtful questions, and follow it through to resolution

Clear and professional written and verbal communication skills

Ability to manage multiple priorities and meet recurring deadlines

Proficiency with Microsoft Excel, Word, and Outlook, or the ability to learn these programs quickly

Collaborative approach and willingness to support teammates

Client-first mindset and sound judgment when handling sensitive financial information

Interest in learning financial-services technology, billing systems, and wealth management operations

Equivalent combinations of education, internships, and work experience will be considered.

What…