Billing Specialist

Waukee, IA


Myriad Advisor Solutions, located in in Waukee, Iowa, is looking for a detail orientated, self-motivated individual to fill our Billing Specialist position within our Support Team! If you possess strong mathematical, accounting and/or billing competencies, thrive on providing exceptional customer service, and would describe yourself as someone who is well spoken, personable and team-oriented, we look forward to hearing from you!


Highlights of the Billing Specialist position include, but are not limited to:

  • Addressing client communications via phone and electronically in a friendly, sincere and professional manner, at all times
  • Assuming the responsibility of receiving and sorting incoming payments
  • Managing the monthly subscriptions of accounts and balances and identify any inconsistencies
  • Create and maintain individual client files, prepare client invoice and payment history, as requested
  • Properly dispose of client information; ensure appropriate handling of all outdated and unnecessary information through shredding or deleting on a regular basis
  • Develop and maintain a library of current reference materials and information which can be provided to clients
  • Organize workload for efficient time management and meet multiple schedule deadlines on time
  • Managing renewals of products and licensing as required in coordination with procurement
  • Auditing for accuracy in billing from vendors
  • Reviewing commission statements from vendors for accuracy
  • Ensuring timely invoicing and collection takes place for work product of numerous departments
  • Assist with budgeting and reconciliation of accounts

Required Qualifications
  • Bachelor’s Degree preferred; completed college coursework in conjunction with work experience will also be considered
  • 3+ Years’ experience in finance or any related field including billing, accounting, purchasing, mathematics etc.
  • High degree of attention to detail and accuracy skills

Desired Traits:
  • Extraordinary customer service skills and presence while possessing a positive attitude through all client interactions
  • Outstanding planning and organizational skills, efficient multi-tasker, effective follow-up, deadline focused; detail oriented and demonstrates a commitment to accuracy by delivering high quality work consistently
  • Excellent oral, written and interpersonal communication skills; well-spoken both on the phone and in person; exudes a courteous, friendly, and professional demeanor
  • Advanced computer skills including MS Office suite (Word, Excel, Outlook, PowerPoint) required
  • Must have the ability to maintain confidentiality in all circumstances

Qualified and energetic candidates must have the ability to pass a background check, which may include a credit report and fingerprint scan. If you wish to be considered for the Billing Specialist position you are encouraged to apply via or submit your resume with the subject line of: Billing Specialist to Questions regarding the position may be directed to or call (515) 344-3693.

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