Responsibilities:Coordinates and manages team workflow across various systems to ensure daily processes are completed accurately and deliverables are met by overseeing fee setup, billing calculations, invoice distribution, payment processing, and revenue collection activitiesProvides day-to-day training and coaching to team members while addressing employee inquiries and escalations by guiding associates through billing exceptions, payment variances, and complex processing issuesMonitors team service levels, volume, performance metric reporting, escalating concerns where appropriate by tracking billing, receivable, commission, and payment activity to ensure prompt completion of deliverablesConducts quality assurance reviews and provides routine supervisory manager approvals by reviewing billing calculations, invoice accuracy, payment entries, and commission processing resultsResearches complex operational and client requests, issues, and escalations to identify root cause and assist with remediation efforts and solutions by investigating payment variances, rejected transactions, and outstanding receivable issuesSupports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation by confirming billing and payment activity, ensuring financial entries are correct, and addressing control gapsUnderstands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding the work affects other operational units by coordinating invoice, revenue, receivable, and commission activities across business partners and support teamsIdentifies and recommends opportunities for process improvement and risk mitigation to senior management by analyzing billing trends, exception volumes, and payment issues to improve accuracy and operational efficiency Required Qualifications:Minimum of 2 years of experience executing and supporting complex operational processes by established procedures, service levels, and control requirementsMinimum of 1 year of experience providing training, coaching, guidance, or workflow oversight to other employeesExperience reviewing operational transactions, financial activity, or client documentation for accuracy, completeness, and compliance with established requirementsExperience managing high-volume workflows, prioritizing work for self or others, and consistently meeting established service level expectationsExperience researching and resolving operational exceptions, discrepancies, or escalated issues while adhering to established controls and risk management practicesAbility to work extended hours during peak hourly time such as quarterly billingExperience using Microsoft Excel to analyze data, reconcile information, or support operational reporting by using v-lookup, pivot tables etc. Experience in general accounting and financial reporting principlesDesired Qualifications:Experience in performing billing, receivable, payment processing, revenue collection, or other finance-related operational activitiesExperience conducting quality assurance reviews or confirming financial, operational, or client data for accuracyExperience collaborating with cross-functional partners to resolve issues and support business initiativesGeneral knowledge of wealth management, retirement, lending, or investment productsSkills:Account ManagementCustomer and Client FocusOral CommunicationsResearchAnalytical ThinkingAttention to DetailCoachingProblem SolvingWritten CommunicationsMentoringPrioritizationResult OrientationNumerical ReasoningIntellectual CuriosityGrowth MindsetShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.