Grow your career with a growing organization
Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
Senior Specialist in Fees and Billing team is responsible to set up and maintains the explicitly billed and debited plan or participant fees, onetime fees, and ongoing fee/billing rules. This role also may require to do quality check of the work done by internal team.Completes processing steps as documented within standard operating procedures Research issues identified using the EASY system, working with case managers, relationship managers and others as needed. This includes making recommendations for corrective actions to resolve issues identified.Verifies problem resolution is timely and accurate. Follows up with appropriate areas regarding unresolved issues.Responding to any emails or queries related to process from internal stake holders Participates in adhoc projects within team as neededEscalate all issues promptly and effectively to supervisorDelivering superior results quickly and efficiently, utilizing effective time management skillsPerforms QC for the teamThis job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason, as per terms and conditions of your employment contract.
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
What We Do
Built on a foundation of trust, integrity and promise, we proudly serve over 71,000 outstanding organizations and more than 17 million individuals. ¹ We take great pride in helping people with saving, investing and advice, while providing them with the tools and resources they need to help reach their financial goals. We’re continuing to grow — and innovate — every day.
Our mission is to empower financial freedom for all. That mission starts by delivering advice, personalized guidance and critical support. We strive to meet the unique needs of everyone we serve and embrace the opportunity to inspire them along their journey.
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