Education Requirements: High School Diploma or GED required Bachelor’s degree in business, Finance or related field is preferred Basic Requirements: 0–1 year of experience in financial services, operations, billing, accounting, or a related field (internships or coursework acceptable) Strong attention to detail with the ability to perform repetitive, process-driven tasks accurately Basic understanding of accounting or billing concepts preferred Ability to follow documented procedures and work within structured workflows Strong organizational and time management skills Ability to work independently in a production-based environment Effective written and verbal communication skills for internal collaboration Basic proficiency in Microsoft Office (Excel, Word, Outlook) Ability to learn and navigate systems such as Wealth Management Platform (WMP), NetX360, or similar tools Problem-solving mindset with the ability to identify errors and escalate when necessary Preferred Requirements: 1+ years of investment advisory support experience Completion of the FINRA SIE exam FINRA Series 7 Experience with Envestnet / Wealth Management Platform Current Employees and Contractors Apply Here Don't see a job that works for you? Keys: Financial Services, Investment Advisory, WMP (Envestnet), Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations Responsibilities: Process billing-related requests for Investment Advisory accounts, including fee calculations, adjustments, and reconciliations.