About this role

Independently processes various billing workflows and work baskets.
Responds to billing inquiries from home office and field staff.
Participates in cross‑functional projects and committees.
Assists teammates with oversight of day‑to‑day operations.
Researches and resolves a variety of inquiries from internal teams related to fee and billing processes.
Monitors, reconciles, and executes events in the investment advisory fee cycle.
Resolves a variety of investment operations inquiries escalated from home office and field staff.
Participates in process improvements, product introductions, and system enhancements across the department.

Bachelor’s degree in Business or a related field, or equivalent industry experience.
Broad professional knowledge of the investment industry gained through a minimum of three years in an investment services or operations role.
Demonstrated analytical skills and the ability to make sound judgments in ambiguous situations.
Self‑motivated and self‑directed, with the ability to manage multiple assignments with minimal guidance.
Strong interpersonal, written communication, and Excel skills.
Demonstrated ability to positively influence and work cooperatively with employees at all levels.
Demonstrated ability to proactively adapt to change.
Strong technical knowledge of operational aspects related to brokerage and advisory services and products.

Investment Client Services Specialist – Fees and Billing

Key skills