Senior Billing Analyst

Posted 4 Days Ago
Easy Apply
Wakefield, MA
Mid level
Fintech • Software
Personalized Investing at Scale®
The Role
The Senior Billing Analyst at Vestmark's Outsourced Services will manage client billing data, conduct reconciliations, oversee accounts receivable, and collaborate with various departments to ensure accurate billing operations. This role requires strong analytical skills, attention to detail, and effective communication with clients to support billing services and onboarding.
Summary Generated by Built In

Vestmark’s Outsourced Services (VOS) is looking for a Senior Billing Analyst to join their rapidly expanding team! In this role with the VOS Billing team, you'll engage directly with clients to collect billing data, analyze client information, and assist in maintaining back-office systems. The analyst will play a crucial role in establishing accurate and scalable billing service protocols. This hands-on position involves daily processing and client interaction, ensuring seamless coordination with internal operations and technology teams to effectively support VOS clients.

 Responsibilities:

  • Acquire in-depth knowledge of team processes, sponsor relationships, and client support systems.
  • Calculate and verify client fees accurately.
  • Disseminate fee information as required.
  • Conduct fee reconciliations for clients.
  • Analyze data using manual manipulation of billing spreadsheets.
  • Manage accounts receivable and accounts billable tasks.
  • Collaborate with finance and other departments to facilitate billing operations.
  • Contribute to ad hoc projects as needed.
  • Assist in onboarding new clients.
  • Participate in testing system functionality for routine platform upgrades.
  • Contribute to the growth and development of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It

Requirements: 

  • 3-5 years of experience in a billing role.
  • Previous experience with custodial business systems and billing systems.
  • Proficiency in advanced desktop skills, particularly Excel and Power BI
  • Ability to understand client contracts and billing language.
  • Familiarity with securities and corporate actions processing.
  • Knowledge of separately managed accounts.
  • Strong problem-solving and analytical skills, adept at resolving issues quickly and innovatively.
  • Strong attention to detail
  • Outstanding customer service orientation and capabilities.
  • Ability to prioritize and manage multiple tasks effectively.
  • Excellent interpersonal skills, with experience collaborating in cross-functional teams.
  • Self-motivated and capable of making informed decisions in a dynamic, fast-paced environment.
  • Demonstrated ability to work well as part of a team.

 Key Attributes

  • Self-starter who can display good judgment to plan and accomplish goals in complex fast-paced environment while balancing and managing multiple competing priorities
  • Excellent customer service skills and strong communicator
  • Collaborative interpersonal skills and ability to work within cross-functional teams

 Education

  • BA/BS is required

Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information. #LI-TG1 #LI-Hybrid

Top Skills

Excel
Power BI

What the Team is Saying

Tyler
Lauren
Joan
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Jenny
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The Company
HQ: Wakefield, MA
400 Employees
Hybrid Workplace
Year Founded: 2001

What We Do

Headquartered outside of Boston, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1.5 trillion in assets and more than 5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms.

Why Work With Us

Our employees are the reason we've been named Best Places to Work by Boston Business Journal FIVE years in a row! Our thriving hybrid work culture promotes individual growth, team collaboration, and employee wellness. This environment keeps client satisfaction high and employee turn-over low.

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Vestmark, Inc. Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We have a mix of fully remote, hybrid, and in-office employees. We established Tuesdays & Thursdays as collaboration days for hybrid employees.

Typical time on-site: 3 days a week
HQWakefield, MA
Our company is conveniently located in Wakefield just north of Boston. We also offer a hybrid work option for those who are more comfortable at home.

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