What are the responsibilities and job description for the Billing Service Associate position at Renaissance Financial?
About Renaissance Financial
Renaissance Financial is a comprehensive financial services firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom… one opportunity at a time. Our true team approach and entrepreneurial atmosphere set us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our team members.
We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
The mission of this full-time position is to deliver exceptional support and service to financial advisors and their teams by ensuring accurate, timely, and efficient billing operations. You will maintain clean and reliable data systems, processing account changes with precision, and producing customized reports for advisors. Through proactive communication, ongoing audits, and collaborative problem-solving, you will facilitate seamless billing cycles.
Primary Responsibilities
- Process account openings in Orion and Client Info Table
- Process service requests such as address changes, billing updates, householding forms, e-delivery enrollment, fee exception requests
- Handle Advisor billing requests and questions
- Send deposit files to Cetera to process Sales Bases Credits every week
- Set up and maintain Orion logins for advisors and staff
- Assist Advisors in report development
- Audit Registration Types in Orion for consistency
- Audit product classifications in Orion
- Process advisor changes, terminations, reassignments
- Audit existing Households and fee schedules with advisors – utilize queries in Orion
- Provide training to new advisors and staff as needed
- Develop timeline for quarterly billing based on Securian’s compensation calendar
- Develop billing manual, incorporate billing Dashboard in Orion
- Build in process for delivering statements via mail or e-delivery
- Produce Quarterly Update statements for all clients, ensure accuracy of delivery method
- Participate in special projects that are designed to keep databases organized with clean and accurate data.
Essential Characteristics
- Strong organizational skills and attention to detail in such things as composing, typing, and proofing materials, establishing priorities and meeting deadlines.
- Excellent initiative, ability to learn quickly and work independently.
- Knowledge of data gathering and reporting procedures.
- Ability to manage multiple projects and meet changing deadlines.
- Strong organizational and problem-solving skills to ensure excellent client service and expedient business processing.
- Ability to interact and communicate with individuals at all levels of the organization.
Education, Training & Experience
- Bachelor’s degree (preferred)
- Associate’s degree (required)
- 3-5 years working in Finance/ Accounting or similar (required)
Registrations Required
If you do not have the licenses listed below, you will be required to obtain the licenses within your first year of employment.
- SIE
- Series 7
- Series 66
Computer Equipment & Software
- Microsoft Suite
- Excel
- Outlook
- Word
- PowerPoint
- Orion Technology
- Salesforce
- Typing of at least 40 wpm
Working Conditions
- Business professional office environment.
- Standard 40-hour work week.
- We are committed to providing an accessible work environment. If you need accommodations during the application or employment process, please let us know.
Benefits and Incentives
- Employer provided 401k contribution (up to 10% based on team member eligible compensation annually).
- Employer Paid Medical Insurance.
- Potential for Annual Variable Compensation and Bonuses.
- Employer Licensing Coverage and Growth Opportunities.