Management Fee Specialist
Found in: Talent US C2 - 2 weeks ago
Job Summary:
Under general supervision, uses skills obtained through experience and training to perform specific billing related activities within an assigned functional area. Responsible for researching and resolving transaction issues as well as resolving inquiries from Financial Advisors regarding fees. Performs a variety of non-routine tasks using established procedures and general guidance. Sound judgment is required to adapt procedures, processes and techniques to assignments. Resolves most questions and problems without referring to a higher level. Maintains frequent contact with internal and external customers in order to obtain, clarify or provide facts and information.
Essential Duties and Responsibilities:
• Applies fee management knowledge to address issues independently.
• Resolves inquiries from Financial Advisors regarding fees.
• Calculates Financial Advisor compensation at the gross level.
• Processes account payable, receivables and/or fixed asset transactions.
• Researches and resolves transaction processing issues.
• Compiles, reviews and reports on statistical data and reports.
• Maintains product knowledge in order to assist with various broker dealer trades.
• Builds relationships with members of cross-functional areas in order to perform job duties such as with money managers, portfolio managers, and accountants across the organization.
• Keeps abreast of both business continuity and quality assurance standards.
• Reviews customer account checks for accuracy and to ensure transactions are within company policy.
• Maintains a high level of customer service with both internal and external clients.
• Performs other duties and responsibilities as assigned.
Qualifications
Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to:• Grow professionally and inspire others to do the same• Work with and through others to achieve desired outcomes• Make prompt, pragmatic choices and act with the client in mind• Take ownership and hold themselves and others accountable for delivering results that matter• Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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