Wealth Management Specialist, Sr. jobs in Rockford, IL

The Investment Operations Billing Specialist II is responsible for billing collections, and auditing, as well as assisting with the maintenance of data in our portfolio management system and fulfilling other reporting requests as needed.

The Investment Operations Billing Specialist II can expect to focus in the following areas:

• Collecting client fees from accounts at our custodians and solving for collection issues that surface which are different each quarter.
• Coordinating with advisors and internal staff on unique billing situations to determine the most appropriate solution based on the client’s fee contract.
• Reviewing all client billing history for billing discrepancies and using judgment to determine if current fee contracts are appropriate.
• Determining the appropriate solution for crediting clients in the case of billing errors or other refunds due to errors & omissions
• Tailoring our billing solutions to meet client and advisor objectives, which involves creating custom fee schedules and researching our software’s capabilities to determine the feasibility of these requests.
• Process internal and external client requests in a timely manner
• Provide feedback on systems and processes to facilitate continuous improvement.
• Responsible for department projects specializing in migrations and integrations.
• Maintain team approach by assisting and filling in for others.
• Perform other duties as requested.

The Investment Operations Billing Specialist II position typically requires the following qualifications:

• Bachelor’s Degree in business, accounting, economics, mathematics or related field from an accredited college or university
• 2 - 4 years proven employment success, preferably with financial, banking or RIA experience
• Proficiency with Microsoft Word, Excel, and Outlook required; investment and reporting software preferred.
• Strong analytical and financial skills
• Detail-oriented with a high degree of accuracy
• Strong problem solving and organizational skills.
• Excellent communication skills
• Client first attitude
• A team player, collaborative, able to work with and through others.

Why Join Us?

• We are a growing firm, with opportunities for future growth and advancement in your role.
• We offer health, vision, dental, and 401K benefit options for you and your family.
• We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide a world class service
• Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.

Let us help you on your path to your ideal career - apply today!

Collective Wisdom. We're Better Together.

At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1986 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom.

If you want to be part of a culture that is defined through strong values - Savant is right for you.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.

Any combination of equivalent education and work experience will be considered.

Savant Capital, LLC is an Equal Opportunity Employer