Client Billing Associate

3 weeks ago

Denver, United States Envestnet Full time

Envestnet is seeking a passionate and talented Client Billing Associate to join our Finance team. This position is expected to report to our Denver, CO office.

Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.

Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.

Job Summary:

The Client Billing Associate compiles, reconciles, and verifies fee calculations to ensure accurate and timely billing based on monthly and quarterly cycles. In addition, the associate will provide support to internal departments and external partners in addition to clients.

Job Responsibilities:

* Responsible for all billing work on specific clients including fee billing analysis, trouble shooting, adjustment billing, fee billing procedural documentation and process analysis.
* Processing client billings with all available custodians.
* Reconciling current billing dashboard with client fee account debits.
* Compiling and analyzing billing data on a monthly basis
* Collect and reconcile client fees, resolve discrepancies accurately and timely
* Ensure procedures and policies are executed accurately
* Special projects as needed.
* Adherence to SLA's, deliverable deadlines, reporting and collection deadlines for each billing cycle
* Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
* As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.

Required Qualifications:

* Bachelor's degree in Business, Finance, Accounting or related field required.
* 0-3 years accounting experience required.
* Experience with MS Excel required.
* Experience in the Financial Services industry preferred.
* Must be analytical and detail oriented.
* Excellent communication skills required.

About Us:

Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships.

We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.

Why Choose Envestnet:

* Be a member of a leading financial services and products innovation company
* Competitive Compensation/Total Reward Packages that include:
* Health Benefits (Health/Dental/Vision)
* Paid Time Off (PTO) & Volunteer Time Off (VTO)
* 401K - Company Match
* Annual Bonus Incentives
* Parental Stipend
* Tuition Reimbursement
* Student Debt Program
* Charitable match
* Wellness Program
* Work on global projects with diverse, energetic, team members who respect each other and celebrate differences

Salary:

The annual base salary range for this position is $46,000 to $70,000.

Envestnet is an Equal Opportunity Employer.

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).

#LI-AQ1

  • Associate, Bill Pay

    16 hours ago

    Denver, United States Cresset Full time

    About CressetPrivate equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory,...

  • Client Service Associate Lead

    1 week ago

    Denver, United States Prestige Staffing Full time

    Stable Family Office in Cherry Creek needs a Client Service Administrative Associate Lead. Job Purpose: 100% IN OFFICE -CFP EXTREMELY HELPFUL. WILL HAVE 3-4 DIRECT REPORTS. RESUME NEEDS TO SHOW PROGRESSION AND LEADERSHIP OF DIRECT REPORTS. The Client Service Associate Lead position is an integral part of our independent wealth management firm, working side...

  • Client Service Associate Lead

    1 week ago

    Denver, United States Prestige Staffing, Inc. Full time

    Stable Family Office in Cherry Creek needs a Client Service Administrative Associate Lead.Job Purpose: 100% IN OFFICE-CFP EXTREMELY HELPFUL. WILL HAVE 3-4 DIRECT REPORTS. RESUME NEEDS TO SHOW PROGRESSION AND LEADERSHIP OF DIRECT REPORTS. The Client Service Associate Lead position is an integral part of our independent wealth management firm, working side by...

  • Client Service Associate Lead

    1 week ago

    Denver, United States Prestige Staffing, Inc. Full time

    Stable Family Office in Cherry Creek needs a Client Service Administrative Associate Lead.Job Purpose: 100% IN OFFICE-CFP EXTREMELY HELPFUL. WILL HAVE 3-4 DIRECT REPORTS. RESUME NEEDS TO SHOW PROGRESSION AND LEADERSHIP OF DIRECT REPORTS. The Client Service Associate Lead position is an integral part of our independent wealth management firm, working side by...

  • Client Service Associate Lead

    1 week ago

    Denver, United States Prestige Staffing Full time

    Stable Family Office in Cherry Creek needs a Client Service Administrative Associate Lead. Job Purpose: 100% IN OFFICE-CFP EXTREMELY HELPFUL. WILL HAVE 3-4 DIRECT REPORTS. RESUME NEEDS TO SHOW PROGRESSION AND LEADERSHIP OF DIRECT REPORTS. The Client Service Associate Lead position is an integral part of our independent wealth management firm, working side by...

  • Client Service Associate Lead

    1 week ago

    Denver, United States Prestige Staffing, Inc. Full time

    Stable Family Office in Cherry Creek needs a Client Service Administrative Associate Lead.Job Purpose: 100% IN OFFICE-CFP EXTREMELY HELPFUL. WILL HAVE 3-4 DIRECT REPORTS. RESUME NEEDS TO SHOW PROGRESSION AND LEADERSHIP OF DIRECT REPORTS. The Client Service Associate Lead position is an integral part of our independent wealth management firm, working side by...

  • Billing Specialist

    3 weeks ago

    Denver, United States J2T Full time

    Job DescriptionJob DescriptionJ2T is seeking a detail-oriented Billing Specialist. This is an excellent opportunity for someone with 3 to 7 years of billing experience. This hybrid work model is primarily at home with some in-the-office requirements. Responsibilities:Collaborate with the Pricing department to finalize and implement complex billing...

  • Billing Assistant

    1 month ago

    Denver, United States J2T Full time

    Job DescriptionJob DescriptionJ2T is seeking a detail-oriented Billing Assistant. The ideal candidate will be an entry-level candidate looking to get their foot in the door in the accounting industry. This is an excellent opportunity for someone with 0 to 3 years of billing experience.Responsibilities:Generate reports for Work in Progress (WIP) and Accounts...

  • Client Relations Associate

    2 weeks ago

    Denver, United States Paideia Management Full time

    Job DescriptionJob DescriptionAt Paideia Management, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall...

  • Client Relations Associate

    4 weeks ago

    Denver, United States Paideia Management Full time

    At Paideia Management, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall improved the quality of our client...

  • Client Support Associate

    1 week ago

    Denver, United States World Wide Events Ltd. Full time

    We specialize in creating engaging sales experiences aimed at generating revenue for our clients. We are on a mission to redefine what it means to be a premier sales and support firm, one empathetic interaction at a time. If you're enthusiastic, goal-oriented, and have a passion for helping businesses grow, we want you on our team! As a Client Support...

  • Sales Executive

    1 week ago

    Denver, United States Associate Staffing Full time

    Sales Executive (Hybrid) Associate Staffing: Denver, CO 80210 Are you on the hunt for the next step in your career? Come join us at Associate Staffing. We are looking to add a Sales Executive to our fastest growing team. This person will be joining an existing team with established relationships. How do you know if this is for you? You have experience in...

  • Client Service Associate

    2 hours ago

    Denver, United States Apollon Wealth Management Full time

    Job DescriptionJob DescriptionClient Service Associate Reports to: Director of OperationsStatus: ExemptWork Arrangement: Hybrid Role We are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality...

  • Sales Executive

    7 hours ago

    Denver, United States Associate Staffing Full time

    Looking for an exciting opportunity to advance your sales career? Come join our dynamic team at Associate Staffing as a Sales Executive! As one of the fastest-growing staffing companies, we're seeking a self-motivated and passionate sales professional to help us expand our business. How do you know if this is for you? You have experience in...

  • Client Service Associate

    1 day ago

    Denver, United States Apollon Wealth Management Full time

    Client Service Associate Reports to: Director of OperationsStatus: ExemptWork Arrangement: Hybrid Role We are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and...

  • Sales Executive

    1 month ago

    Denver, United States Associate Staffing Full time

    Looking for an exciting opportunity to advance your sales career? Come join our dynamic team at Associate Staffing as a Sales Executive! As one of the fastest-growing staffing companies, we're seeking a self-motivated and passionate sales professional to help us expand our business.How do you know if this is for you?You have experience in...

  • Associate Director, Private Wealth Client Services

    8 hours ago

    Denver, United States Cresset Corporation Full time

    About Cresset Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory,...

  • Healthcare Billing Claims Specialist

    2 days ago

    Denver, United States Sandstone Care Full time

    Position: Healthcare Billing Claims Specialist Location: Denver, Colorado Schedule: Monday to Friday | 8:30am to 5:30pm Employment Type: Full-time Compensation: $19-23 Per Hour (Based on Experience) + Bonuses Benefits: Medical, Dental, Vision | Short/Long Term Disability and Life Insurance 401k Program with up to a 5% Match 4 weeks paid days off per...

  • Associate Director, Client Advisory

    3 weeks ago

    Denver, United States U.S. Bancorp Full time

    This is a client-facing role that supports one or more senior relationship managers in addition to general operational responsibilities. The primary purpose of this position is to ensure a seamless and integrated service experience for the ultra high Client Advisor, Director, Associate, Relationship Manager, Advisor, Operations, Banking

  • Client Service Support

    1 week ago

    Denver, United States Core Ventures LLC Full time

    The Company: We value your story, how you got here, and where you are going. We work diligently to build and maintain the appropriate structures, tools, and support for every client's uniquely evolving financial universe, and we have a story of our own. We founded IWP in 2005 to fill a void of services that we experienced as clients. Everyone wanted to...