Current jobs related to Billing Operations Specialist - Omaha - Carson Group Holdings, LLC

  • Billing Operations Specialist

    3 weeks ago

    Omaha, United States Insight Global Full time

    Job DescriptionJob DescriptionMust-haves:2 years of experience in an office settingRIA Billing experienceSalesforce reporting experienceHigh Proficiency in Excel401k ExperienceAccounting experience (Check reconciliation exp, applying credits to accounts)Have worked at a previous company that supports/services financial/wealth advising clientsDay-to-Day:A...

  • A/R Billing Specialist

    2 weeks ago

    Omaha, Nebraska, United States InSearch Recruiting Full time

    Job OpportunityWe are seeking a highly skilled A/R Billing Specialist to join our team at InSearch Recruiting and Staffing. This role will focus on billing projects contracted by government agencies, requiring strong attention to detail and excellent communication skills.Key Responsibilities:Bill out projects in a timely and accurate manner through system...

  • A/R Billing Specialist

    2 weeks ago

    Omaha, Nebraska, United States InSearch Recruiting Full time

    Job SummaryWe are seeking a highly skilled A/R Billing Specialist to join our team at InSearch Recruiting and Staffing. The successful candidate will be responsible for managing the billing process for government contracts, ensuring timely and accurate invoicing, and maintaining strong relationships with clients.Key Responsibilities:Bill out projects to...

  • Billing Specialist

    1 month ago

    Omaha, Nebraska, United States Baird Holm LLP Full time

    Job SummaryBaird Holm LLP is seeking a skilled Billing Specialist to join our Accounting team. As a key member of our team, you will play a crucial role in ensuring the accurate and timely processing of client billings and collections.Key ResponsibilitiesSet up new clients and matters in our billing software, ensuring seamless integration and efficient data...

  • Medical Billing Specialist

    1 week ago

    Omaha, Nebraska, United States Total Respiratory & Rehab Full time

    Job SummaryWe are seeking a highly skilled Medical Billing Specialist to join our team at Total Respiratory & Rehab. As a Medical Billing Specialist, you will be responsible for collecting information needed to bill medical claims, completing electronic and manual billing, and working through denials and accounts receivable.You will work closely with the...

  • Production Billing Specialist

    3 days ago

    Omaha, Nebraska, United States Manpower Group Inc. Full time

    Job Title: Production Billing SpecialistJob Summary:We are seeking a highly skilled Production Billing Specialist to join our team at Manpower Group Inc. The successful candidate will be responsible for managing assigned clients' billing, inventory, estimating, and reporting functions.Key Responsibilities:Create and review billing drafts, ensuring compliance...

  • Billing Specialist

    3 weeks ago

    Omaha, United States Strategic Education Inc. Full time

    The Billing Specialist is responsible for generating timely invoices, following up with third party employers on unpaid balances, and posting payments, special credits and billing charges while adhering to SOX compliance. This position also reconciles accounts and assists with the annual 1098 tax form process.Essential Duties & Responsibilities:Completes and...

  • Financial Operations Specialist

    2 weeks ago

    Omaha, Nebraska, United States Carson Group Holdings, LLC Full time

    About the RoleWe are seeking a highly skilled Billing Operations Specialist to join our team at Carson Group Holdings, LLC. In this role, you will be responsible for all billing functions on a daily, weekly, monthly, and quarterly basis.Key ResponsibilitiesPerform billing operational processes on a daily basis to ensure the success of billing cycles and...

  • Billing Clerk/Receptionist

    1 week ago

    Omaha, Nebraska, United States Heimes Corp Full time

    Billing Clerk/Receptionist Job DescriptionHeimes Corporation is seeking a highly organized and detail-oriented individual to fill the role of Billing Clerk/Receptionist. The successful candidate will be responsible for assisting in the billing process, performing receptionist duties, and providing exceptional customer service.Key Responsibilities:Process...

  • Sales Operations Specialist

    2 weeks ago

    Omaha, Nebraska, United States ConGlobal Full time

    Job Summary:As a Sales Support Specialist/Manager at ConGlobal, you will play a critical role in supporting the commercial organization, driving sales growth, and delivering exceptional customer experiences. This hybrid position in Omaha, NE, requires a strong background in sales operations, excellent communication skills, and the ability to work...

  • Financial Operations Coordinator

    4 days ago

    Omaha, Nebraska, United States Carson Group Holdings, LLC Full time

    Job OverviewWe are seeking a highly skilled Billing Operations Specialist to join our team at Carson Group Holdings, LLC. This role will be responsible for managing all billing functions on a daily, weekly, monthly, and quarterly basis.The ideal candidate will have a strong attention to detail, excellent communication skills, and the ability to work well...

  • Accounts Receivable Specialist

    7 days ago

    Omaha, Nebraska, United States The Reserves Network Inc Full time

    Job DescriptionWe are seeking a skilled Accounts Receivable Specialist to join our team at The Reserves Network Inc. As an Accounts Receivable Specialist, you will be responsible for handling daily billing procedures, maintaining billing guidelines, and assisting in resolving billing issues timely and accurately.Key ResponsibilitiesHandle daily billing...

  • IT Operations Specialist

    1 week ago

    Omaha, Nebraska, United States Fiserv, Inc. Full time

    IT Operations SpecialistFiserv is seeking an IT Operations Specialist to join our team. As an IT Operations Specialist, you will be responsible for providing Tier 1 support for IBM Z-Series, IBM I-Series, FTP platforms, and Storage platforms in a 24x7 enterprise environment.You will work across several teams to restore service rapidly during service...

  • Accounts Specialist

    1 week ago

    Omaha, Nebraska, United States Noll Human Resource Services Full time

    Job SummaryWe are seeking a detail-oriented Billing Specialist to coordinate billing, ensure timely completion, and facilitate communication between project stakeholders. This position is responsible for coordinating, approving, and entering billing details, collaborating with clients and internal teams to understand project scope and objectives, monitoring...

  • Pharmacy Reconciliation Specialist

    1 month ago

    Omaha, Nebraska, United States Chiricahua Community Health Centers, Inc. Full time

    Job Title: Pharmacy Reconciliation SpecialistChiricahua Community Health Centers, Inc. is seeking a highly skilled Pharmacy Reconciliation Specialist to join our team. As a Pharmacy Reconciliation Specialist, you will play a critical role in ensuring the accuracy and efficiency of our pharmacy operations.Key Responsibilities:Reconcile pharmacy payments and...

  • Warehouse Operations Specialist

    2 weeks ago

    Omaha, Nebraska, United States T-Force Full time

    Job Title: Dockworker PT No CDL Job Summary: Operate powered warehouse equipment, including forklifts, cherry pickers, hydraulic jacks, and extended belts, as well as utilize tractor equipment to maneuver vehicles in forward and backward motion, navigate curves, and pull and back into tight spaces efficiently and safely. Key Responsibilities: * Operate...

  • Pharmacy Reconciliation Specialist

    1 month ago

    Omaha, Nebraska, United States Chiricahua Community Health Centers, Inc. Full time

    Job Title: Pharmacy Reconciliation SpecialistChiricahua Community Health Centers, Inc. is seeking a highly skilled Pharmacy Reconciliation Specialist to join our team. As a Pharmacy Reconciliation Specialist, you will play a critical role in ensuring the accuracy and efficiency of our pharmacy operations.Key Responsibilities:Reconcile pharmacy payments and...

  • Office Administration Specialist

    7 days ago

    Omaha, Nebraska, United States IFYS HOME HEALTHCARE INC Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Office Administration Specialist to join our team at IFYS HOME HEALTHCARE INC. In this role, you will be responsible for processing reimbursement claims, reviewing and analyzing timesheets, and performing billing and collections.The ideal candidate will have excellent communication and customer...

  • Accounting Trainee

    1 week ago

    Omaha, Nebraska, United States Farmers National Co Full time

    Farm Operations Accounting SpecialistFarmers National Company, an employee-owned company, is seeking a reliable and detail-oriented individual to join our Omaha office as a Farm Operations Accounting Specialist. As a key member of our team, you will be responsible for reviewing, analyzing, and processing data related to our farm operations.Key...

  • Accounts Receivable Specialist

    1 week ago

    Omaha, Nebraska, United States The Reserves Network Inc Full time

    Job OverviewWe are seeking a skilled Accounts Receivable Specialist to join our team at The Reserves Network Inc. As a key member of our accounting department, you will be responsible for handling daily billing procedures, maintaining billing guidelines, and resolving billing issues in a timely and accurate manner.Key ResponsibilitiesProcess daily billing...

Billing Operations Specialist

3 months ago

Omaha, United States Carson Group Holdings, LLC Full time
Job DescriptionJob Description

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want
The Billing Operations Specialist will focus on all billing functions on a daily, weekly, monthly and quarterly basis. This includes day to day processing of new business, account fee billings, transaction processing, commission processing, and account reconciliations. The Billing Operations Specialist must be able to work well under tight deadlines.

What To Expect

  • Perform billing operational processes on a daily basis to help ensure success of billing cycles and payouts related to AUM billing, financial planning, 401k, Pontera, insurance, fee rejections and other fee-related operational processes.
  • Ensure accurate and timely processing of billing operational functions
  • Research inquiries from internal departments and/or our customers to help resolve billing related items
  • Preparation and submittal of billing files on Advisory Fee Accounts at multiple financial custodian firms
  • Calculation and verification of Advisory Fees Payments/Production Reports for our customers
  • Show a passion for assisting customers and communicating in a professional manner
  • Continuous improvement mindset to enhance processes, procedures, and reports to monitor activity, ensure accuracy, streamline processes, enhance efficiencies, and provide peak service to our customers.
  • Other duties as assigned

What You Need

  • High proficiency in Excel required
  • Attention to detail
  • Written and verbal communication skills
  • Planning, time management and organizational skills
  • Salesforce reporting experience is preferred
  • Minimum of 1-2 years in a role with accounting, problem solving, or analytical-related experience is preferred

Preferred Education and Experience

  • Bachelor’s degree in accounting, finance or similar field of study is preferred
  • Minimum of two years in a general office environment
  • Experience in the financial industry is preferred

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.