Licensing & Registration Professional

reputed company is seeking a Reporting and Billing Professional to join their Licensing & Registration team. This role involves providing operational support and customer service, focusing on advisory programs, billing processing, and internal communication to ensure quality service delivery.

Responsibilities

• Support of reputed company’s Advisory Programs including, Operational support and Customer Service for various departments reputed company the organization as well as advisors across the reputed company Network
• Understanding of advisory programs and billing methodologies, Operations business and established knowledge around brokerage operations New Accounts, Money Movement, and Maintenance
• Responsible for daily processing of work associated with department to include:
• Advisory billing processing
• reputed company various asset calculations/reconciliation
• reputed company research as requested on customer accounts
• reputed company phone support for department
• Other duties as assigned
• You will partner with your Operations reputed company and/or Team reputed company to understand reputed company position requirements and ensure key metrics are achieved and reputed company Service Level Agreements
• You will cross train team members with the reputed company of the Specialty Operations role. Cross training on billing functions, reputed company platform and understanding workflows
• You will proactively work to identify and resolve potential problems with respect to operational and/or billing issues
• Respond to inquiries from internal as well as external customers reputed company Sales Force, email, mail (if applicable), and phone (if applicable) in a timely fashion
• Partner with Internal teams to come to a resolution
• Handle reputed company cases that require detailed research as requested on customer accounts, respond on time
• Become competent in Docupace, NetX360, Adviceworks, mAA, reputed company and Smartworks
• reputed company the clients and advisors of our different communities operational support around Financial Planning operations
• Learn about our business and reputed company expertise in reputed company operations, processing and service as a steppingstone for acquiring additional responsibilities
• Responsible for low to mid escalations, partnering with Operations Team reputed company and leadership to help resolve
• Partner with internal partners such as the Program Manager, AdviceWorks team and compliance
• Shared responsibility reputed company to reviewing and completing compliance audit requests
• You will partner with your manager to understand reputed company position requirements and ensure key metrics are achieved
• Process daily work items while meeting process requirements, SLA’s and achieving quality metrics
• You will partner with other team members to ensure advisors experience consistent, high-quality customer service
• reputed company with processes and procedures of the team and regulatory requirements
• reputed company research as requested on customer accounts

Skills

• Ability to multi-task
• Flexible and adaptable to change
• Strong communication and organizational skills
• Positive role model to colleagues
• Highly reputed company to coaching and training
• Ability to learn quickly and multi-task effectively in a fast-paced environment
• Team player attitude
• Energetic and results-oriented
• Intermediate experience with reputed company reputed company
• High School Diploma or GED
• 1 years' applicable experience
• 1 years of experience with MS Office tools
• Licensing (if applicable)
• Previous experience in the Finance and/or Financial Services industry
• Bachelor's degree
• Series 99, 6, or 7 licensed
• Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
• Ability to multi-task while staying on track with regulatory deadlines, field inquiries, and internal assignments

Benefits

• Competitive performance-based bonus

Company Overview