Jobs
>
Houston

    Operations - Fee Billing Specialist - Houston, United States - U.S. Capital Wealth Advisors, LLC

    U.S. Capital Wealth Advisors, LLC
    U.S. Capital Wealth Advisors, LLC Houston, United States

    1 week ago

    Default job background
    Accounting / Finance
    Description

    Company Description

    Headquartered in Houston, Texas with additional branch offices in Dallas, TX Austin, TX, Georgetown, TX, New York, NY and Andover, MA - U.S. Capital Advisors ("USCA") is an integrated financial services boutique with primary business lines in Wealth Management and Capital Markets. USCA's Wealth Management division provides a full range of advisory services and solutions to high-net-worth individuals and family offices. US Capital Advisors invests time, talent, and resources in its skilled and knowledgeable team and promotes a service-focused culture to provide clients and team members with outstanding experience.

    Role Description

    This is a full-time for an Operations Associate, with a specialized focus on fee billing. The Operations Associate will play a crucial role in ensuring the accuracy and efficiency of our client fee billing process. This individual will be responsible for understanding our tech stack and managing all aspects of fee billing, from generating quarterly debits and refunds with custodians and reconciling accounts to addressing inquiries and resolving discrepancies. The ideal candidate will possess strong analytical skills, exceptional attention to detail, and a commitment to delivering outstanding service to our Advisors and clients.

    Role Responsibilities

    • Coordinate the client fee billing process from start to finish, ensuring timely and accurate generation of invoices based on client agreements and fee schedules.
    • Collaborate with internal stakeholders, including Financial Advisors, Client Service Representatives, and compliance teams, to gather necessary information for fee calculation and invoicing.
    • Maintain accurate client fee schedules with billing parameters within the firm's billing system, ensuring compliance with client agreements and regulatory requirements.
    • Reconcile fee billing transactions, investigating, and resolving any discrepancies in a timely manner.
    • Respond promptly to Advisor or client inquiries related to fee billing, providing detailed explanations of fees charged and assisting with any billing-related issues or concerns.
    • Monitor fee billing processes and identify opportunities for automation, streamlining, and process improvement to enhance efficiency and accuracy.
    • Collaborate with the finance/accounting and operations teams to ensure accurate recording and reporting or fee revenue and accounts receivable balances.
    • Provide management with regular KPI reporting related to fee billing revenue.
    • Stay informed of industry best practices, regulatory changes, and technological advancements relating to fee billing operations, and make recommendations for enhancements as needed.
    • Assist with special projects and initiatives related to fee billing, client account administration and operational efficiency.

    Qualifications

    • Bachelor's degree in finance, accounting, business administration, or related field.
    • Minimum of 2 years of experience in a similar operational role within the financial services industry, preferably at a registered investment advisor or wealth management firm.
    • In-depth knowledge of custodian and operational systems used in wealth management, such as portfolio management, billing, and trading platforms. (Black Diamond and Orion client billing experience preferred, Schwab and Fidelity platform experience preferred).
    • Strong understanding of fee billing processes and practices within the investment management industry, including fee calculation methodologies and regulatory requirements.
    • Proficiency in using billing systems to reconcile accounts and process fee schedules.
    • Excellent analytical skills and attention to detail, with the ability to identify and resolve discrepancies accurately and efficiently.
    • Exceptional communication and interpersonal skills, with the ability to interact professionally with Financial Advisors and clients.
    • Proven ability to managing priorities and deadlines effectively in a fast-paced environment.
    • Strong problem-solving skills and a proactive, results-oriented mindset, with a commitment to delivering high-quality work.
    • Strong understanding of regulatory requirements governing financial services operations, including SEC and FINRA regulations.
    • Proactive self-starter with a demonstrated ability to take initiative and drive projects forward.
    • Strong sense of ownership and accountability, with a track record of delivering results in a dynamic and fast-paced environment.
  • HJ Staffing

    Billing Specialist

    1 day ago

    HJ Staffing Houston, United States

    We are looking for a qualified Billing Specialist to undertake a variety of financial and non-financial tasks in order to help guarantee our client's revenues. You will handle the processing of incoming payments along with the issuing of necessary paperwork. · **Responsibilities* ...

  • Lewis Brisbois Bisgaard & Smith LLP

    Billing Specialist

    3 days ago

    Lewis Brisbois Bisgaard & Smith LLP Houston, United States

    **Overview**: · - The Houston office is seeking a Billing Specialist with legal experience. The Billing Specialist will have excellent communication skills and a high level of professional service to · - clients, management, attorneys and other staff in order to effectively, effi ...

  • OI Infusion

    Billing Specialist

    6 days ago

    OI Infusion Houston, United States

    **Position**: Billing Specialist · **Department**: Revenue Cycle Management · **Objective** · The billing specialist will ensure that claims go out in a timely and accurate manner. They will use their billing and coding knowledge to confirm clean claims are being accepted by the ...

  • Maximus Services, LLC

    Billing Specialist

    11 hours ago

    Maximus Services, LLC Houston, United States

    **Description & Requirements** · Maximus is currently hiring for Billing Specialists to join our Veterans Evaluation Services (VES) team. This is a **hybrid** position that requires you to work **both onsite** in our Houston, TX offices as well as **remotely**. The Billing Specia ...

  • Marvelous Counseling & Therapy

    Billing Specialist

    11 hours ago

    Marvelous Counseling & Therapy Houston, United States

    Marvelous Counseling & Therapy, PLLC provides a range of therapeutic services to meet the need of our clients and their families. Our goal is early evaluation and treatment, resulting in a positive impact and life success for our clients. Marvelous Counseling & Therapy, PLLC is c ...

  • Mansfield Oil

    Billing Specialist

    1 week ago

    Mansfield Oil Houston, United States

    **Mansfield Service Partners** is searching for a **Billing Specialist** for our **Houston, TX** location located on the NE side of Houston. The Billing Specialist is responsible for the final steps of the invoice process, managing holds, and processing credit and rebills for our ...

  • CRCM TECHNOLOGIES

    Medical Billing Specialist

    11 hours ago

    CRCM TECHNOLOGIES Houston, United States

    We are seeking a dedicated and detail-oriented Medical Billing Specialist to join our team. In this role, you will be responsible for managing the entire medical billing process, from claims submission to payment posting, ensuring that healthcare providers are reimbursed accurate ...

  • Inception Fertility

    Cryopreservation Billing Specialist

    1 week ago

    Inception Fertility Houston, United States

    The Cryopreservation Billing Specialist is a critical position in our network. This individual is responsible for handling verification of Insurance, Benefits Authorization and Charge Entry for patients with insurance coverage for cryopreservation. Individuals with at least 4 yea ...

  • Advanced Diagnostics Healthcare System

    Billing and Coding Specialist

    11 hours ago

    Advanced Diagnostics Healthcare System Houston, United States

    **JOB SUMMARY** · The Billing & Coding Specialist in this position will analyze patient accounts and review chart notes, review reports, identify areas of deficiencies and make determinations regarding physician accuracy and education needs. This incumbent will review denial repo ...

  • Frost Brown Todd LLP

    E-billing Specialist

    1 day ago

    Frost Brown Todd LLP Houston, United States

    Frost Brown Todd LLP, a national law firm of 1000+ legal and business professionals in sixteen markets, is currently seeking a full-time E-Billing Assistant to join our firm. · **Job Responsibilities Include**: · - Working with attorneys, legal practice assistants, and clients fo ...

  • Kahana Feld

    Legal Billing Specialist

    2 days ago

    Kahana Feld Houston, United States

    **WE ARE SEARCHING FOR A LEGAL BILLING SPECIALIST** · Kahana Feld is an award-winning Southern California-based law firm with ten offices nationally and growing. This is an exciting time to join our team · - **KF was been recognized as a 2023 Top Workplace and awarded the Gold DE ...

  • ABM Industries

    Billing Specialist Iii

    11 hours ago

    ABM Industries Sugar Land, United States

    Job Description: The Billing Specialist III plays a key role within the Quote-to-Cash team. The role is responsible for delivering a top tier invoicing experience to ABM clients, from invoice creation to distribution. In this role, you will develop a solid understanding of the AB ...

  • QSL America

    Billing Specialist I

    1 day ago

    QSL America Houston, United States

    **Overview**: · **Hours**: · - Monday-Friday (7 AM until 4 PM) · - In-office 3-4 days per week · **Role and Responsibilities**: · - Generate and issue customer invoices and credit memos utilizing Microsoft NAV/TC3 software, primarily for cargo handling, storage, and expense reimb ...

  • Reynolds and Reynolds

    Billing/commission Specialist

    1 week ago

    Reynolds and Reynolds Houston, United States

    **Requirements**: · - Bachelor's degree preferred or equivalent experience · - High Attention to Detail · - Strong Organizational Skills · - Microsoft Office Skills (Access knowledge desirable) · - Effective Time-Management · **Benefits**: · Our associates receive medical, dental ...

  • Physical & Aquatic Therapy

    Medical Billing Specialist

    2 days ago

    Physical & Aquatic Therapy Houston, United States

    ***: · **PRIMARY RESPONSIBILITIES**: · ** **Research Explanation of Benefits (EOB's) to resolve Account Receivables issues. · - Processes appeals online or via paper submission · - Coordinate and clarify with providers, when necessary, information that seems incomplete or is laci ...

  • Renrmn Enterprises LLC

    Medical Billing Specialist

    1 week ago

    Renrmn Enterprises LLC The Woodlands, United States

    **Responsibilities** · - Processing insurance claims through both private insurance and Medicare · - Process insurance denials and appeals to ensure timely account resolution · - Identify denial trends and determine process changes to prevent future denials · - Work with Medical ...

  • Renrmn Enterprises LLC

    Medical Billing Specialist

    2 days ago

    Renrmn Enterprises LLC The Woodlands, United States

    **Benefits**: · - Employee discounts · - Health insurance · **Responsibilities** · - Processing insurance claims through both private insurance and Medicare · - Process insurance denials and appeals to ensure timely account resolution · - Identify denial trends and determine proc ...

  • One Doc Injury Clinic

    Medical Coding and Billing Specialist

    2 days ago

    One Doc Injury Clinic Houston, United States

    Pay: $ $15.00 per hour · Expected hours: 40 per week · Schedule: · - Monday to Friday · Work setting: · - Clinic · People with a criminal record are encouraged to apply · Work Location: In person ...

  • Spring Branch Podiatry

    Certified Billing and Coding Specialist

    11 hours ago

    Spring Branch Podiatry Houston, United States

    Need an in house billing and coding personal who is able to start with denials and cleans these up. Then, wil work on posting and sending out claims on a daily base. Eclinical works experience will be a plus and who is eager to learn. Podiatry background would also be great. · Pa ...

  • NEIGHBORHOOD CARE COMMUNITY CENTERS LLC

    Medical Insurance Billing Specialist

    3 days ago

    NEIGHBORHOOD CARE COMMUNITY CENTERS LLC Houston, United States

    **Qualifications**_: · Strong understanding of **EMRs, **_**eClinicalWorks**_**, Athena**, knowledge a PLUS · Familiar with Microsoft Excel and Word. · Knowledge of correct coding guidelines. Familiar with CPT/ICD-10 codes, correct use of modifiers, place of service and type of s ...