Associate

Our Client, is seeking a Associate - Billing Platform Operations

Location: Onsite, St. Petersburg, FL

Position Type: Full Time/ Direct Hire

Responsibilities

" Carries out the required processes involving the billing platform, including maintenance, reconciliation, client interaction, and employing the fee debiting methods with various custodians.

" Work directly with our clients as a subject matter expert to ensure the delivery of Operational advisory fee billing activity

" Participate and drive expectations in root cause analysis to correct and/or prevent deviations in processes and workflows.

" Recommend and implement changes to avoid future occurrence

" Communicates with custodians, resource partners and our home office departments to support functionality and integration between various aspects of the platform.

" Monitors accounts and activities on platform for both professionally managed and advisor managed programs.

Requirements

" Bachelor's degree in finance, Computer Science, Data Analytics or relevant field

" 1 3 years of experience in financial services or applicable industries

" Familiar/proficient with various reconciliation tools, including but not limited to Excel (Formula Builder, Pivot Tables, etc.), PowerBI, Sharepoint, Salesforce.

SALARY: $60-$70K (depending on experience)