Senior Specialist Fees & Billing

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

JOB TITLE: Senior Specialist Fees and Billing

DIRECTLY REPORTS TO: (Title) Manager Fees & Billing

JOB SUMMARY:

Senior Specialst in Fees and Billing team is responsible for setting up and maintains the explicitly billed and debited plan or participant fees, onetime fees, and ongoing fee/billing rules. This role also may require doing quality check of the work done by the internal team.

ESSENTIAL FUNCTIONS:

• 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 the process from internal stakeholders

• Participates in adhoc projects within team as needed

• Escalate all issues promptly and effectively to the supervisor

• Delivering superior results quickly and efficiently, utilizing effective time management skills.

• Role requires associates to perform quality checks.

• Assist with written documentation of procedures

• Analyze fees for significant cases, calculating amounts to/from customer, assist service teams with understanding and explaining fees. 

• Required knowledge in Billing/Client Billing, Invoicing, Invoice processing, Accounts Payable and Accounts Receivable.

• Preparing daily reports 

• Other duties as assigned

• Shift Timing: Variable as per the business demand – Monday to Friday.

QUALIFICATIONS:

Education Qualification:

• Bachelor’s degree in finance, Accounting or equivalent to industry experience.

Experience:

• 3+ years of total experience in any financial related services preferred.

Skills required for this Role:

• Knowledge of Fees & Billing, Invoices, Accounts receivables, Payables, Fund Operations and Revenues preferred.

• Detail oriented and able to work on research-oriented tasks within prescribed deadlines.

• Good knowledge on Microsoft excel is preferred.

• Detail oriented and able to work within prescribed deadlines.

• Basic understanding of 401K will be an added advantage.

Addition Non-Technical Skills for Sr spec

• Strong analytical/problem solving, written and verbal communication skills

• Ability to multi-task, prioritize, and problem-solve effectively

• Strong attention to detail

• Flexible shifts

• Ownership mindset

• Eye to detail, candidature with strong analytical, interpersonal and organizational skills

• Accountability: Demonstrates reliability by taking necessary actions to ensure all service requests are completed within the set deadlines

• Global Collaboration: Applies global perspective when working within the Team and reach out to relevant stakeholders to avoid any delay in resolving queries

• Communication: Articulates information clearly and presents information effectively and confidently when working with others

• Time Management: Ability to multi-task, prioritize, and problem-solve effectively. Promptly handles escalated issue/s

This job operates in a professional office environment. This role routinely uses standard office equipment such as but not limited to; computers, phones, photocopiers and filing cabinets. While performing the duties of this job, the employee is regularly required to concentrate, talk and hear. This role is regularly required to type, reach with hands and arms, sit for long periods of time, read, write, listen, verbally communicate, present information, respond to questions, solve, concentrate and tolerate stress. Many duties will be done while sitting at a desk and working on a computer.

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.