The Billing Specialist serves as an expert in billing processes and procedures, the execution of recurring projects, and maintenance of client data. Billing responsibilities include the generation of quarterly and interim bills, collection of fees, and processing of fee adjustments. Client service skills are required for regular communication with custodians and advisory teams.
Essential Duties and Responsibilities
Buckingham’s Compensation and Benefits
This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package and potential to purchase firm equity. Buckingham pays up to 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, profit sharing retirement plan, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.
Who is Buckingham Wealth Partners?
Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity.Buckingham employs more than 500 associates in over 40 office locations nationwide.
Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.
Buckingham’s Awards & Accolades
Saint Louis, MO
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Quotes from people on Billing Specialist job description and responsibilities
Billing specialists prepare comprehensive and precise reports.
12/23/2021: Lansing, MI
Review documents like purchase orders, sales tickets, charge slips, or hospital records to compute fees or charges due.
12/11/2021: Albuquerque, NM
billing specialists, which are also known as billing clerks, handle the payments and processing for doctors and patients.
12/13/2021: Benton Harbor, MI
Prepares, generates and mails, via computer database, patient and third party payers’ billing statements.
01/19/2022: Alexandria, LA
A billing specialist will need to learn quickly and pick up whatever new skills are necessary.
12/15/2021: San Jose, CA
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Career tips from people on Billing Specialist jobs
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02/17/2022: Albany, GA
Communicate as efficiently as possible.
01/04/2022: Temple, TX
Make checklists and to-do lists.
01/17/2022: Kennewick, WA
Teach calendar and time management skills.
12/09/2021: Chattanooga, TN
Look for Training and Learning Opportunities.
01/19/2022: Charlotte, NC
Step 3: View the best colleges and universities for Billing Specialist.