Senior Billing Specialist - Overland Park, KS.

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity: 

JOB PURPOSE SUMMARY 

Under the general direction of the Director of Operations, this position will provide daily support for branch offices and Director of Operations. The Sr. Billing Specialist will be responsible for using available resources appropriately to ensure all aspects of service and support to branches and their clients are fulfilled accurately and timely while maintaining OneDigital Investment Advisors and Broker/Dealer compliance standards. 

KEY RESPONSIBILITIES AND DUTIES 

• Calculate advisory fees and pull fees from client accounts 

• Research fee issues and apply necessary credits and refunds 

• Respond to inquiries in ticketing system with accurate and timely documentation 

• Act as a resource regarding best practices, policies, and procedures as it relates to the RIA and its branches 

• Approve refund requests and calculations 

• Work in conjunction with team members to evaluate, develop, and implement reporting solutions, procedural changes, or other projects as needed 

• Lead projects that may require long term goals and check-points 

• Lead trainings and other presentations 

• Provide technical support for Wealth Management Billing specific systems 

• Communicate with custodians, software providers, branch offices – including principals, advisors, and staff 

• Adhere to compliance standards and Code of Conduct of OneDigital Investment Advisors and Broker/Dealer as described in compliance and operations manuals 

• Develop, maintain, and audit procedures relating to the systems and processes used by the OneDigital Retirement + Wealth team and branch offices 

• Collaborate with Director of Operations by constructively contributing to evaluation and training of OneDigital’s internal staff and branch offices 

• Address escalated issues, independently researching and/or contacting custodians and vendors, as appropriate 

• Train affiliate offices and team members on platforms utilized, services provided, and proper procedures 

• Assist internal teams and affiliates with operational needs and inquiries; use available resources to ensure all aspects of service are completed accurately and timely, as needed 

• Foster solid relationships with all internal teams within the OneDigital Retirement + Wealth division to provide a maximum value to branch and affiliate offices