Billing Specialist I

Responsibilities

• Generate billing statements according to relevant client billing schedule
• Distribute billing statement to client
• Coordinate debiting client fees from accounts
• Coordinate fee rebates for terminated clients
• Work with Data & Reporting team to maintain and clean billing-related data in Portfolio Management system
• Update client billing information when necessary
• Calculating and verification of new clients invoices
• Managing client account receivables
• Qualifications & Requirements
• Bachelor's or equivalent with a minimum of 1 year experience
• Experience with Salesforce and Microsoft Suite (specifically Excel)
• Portfolio Accounting Software experience preferred
• Experience with custodian interaction preferred
• Competencies
• Detail orientation
• Accuracy
• Timeline orientation
• Organization
• End-user focus
• Physical Requirements
• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.
• U.S. Eligibility Requirements
• Must be 18 years of age or older.
• Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
• What You Can Expect from Us
• Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
• 401(k) Plan with Employer Matching
• Four Medical Plan options that is 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
• Giving back to the community - Volunteer days
• Full participation of all employees in a safe, healthy and respectful environment is key to individual and compa

Benefits

Additional Information

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. Location: Columbus, OH Overview: This position will play a pivotal role in managing end-to-end client billing operations, including generating and distributing statements, processing account debits and rebates, maintaining accurate billing data, and updating client information in coordination with internal teams.

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