JOB SUMMARY

Billing Specialist – Full Time

Clive, IA

 
POSITION SUMMARY

Myriad Advisor Solutions is in search of a Billing Specialist to join our dynamic team! As an integral part of our firm, the Billing Specialist will undertake a variety of financial and non-financial tasks in order to help guarantee the company’s revenues. This position will be responsible for invoicing clients; processing all incoming payments; and conducting internal and client expense/expense audits. The Billing Specialist will actively engage with clients to provide explanation and problem resolution for questions relating to invoices and payments.


 
ESSENTIAL DUTIES & RESPOSIBILITIES

While not all inclusive, further detail the accountabilities of the Billing Specialist position:


  • Manage the status of accounts and balances and identify inconsistencies
  • Manage monthly subscriptions and billings updates
  • Assume the responsibility of receiving and sorting incoming payments; Issue and post bills, receipts and invoices
  • Audit invoices received to billing
  • Assist management with reporting
  • Create and maintain individual client files, prepare client invoice and payment history, as requested
  • Update accounts receivable database with new accounts or missed payments
  • Organize workload for efficient time management and meet multiple scheduled deadlines on time
  • Provide answers and resolution to relative client problems
  • Support purchasing department with quoting, as needed
  • Assist purchasing department with return claims
  • Address client communications via phone and electronically in a friendly, sincere and professional manner

 
DESIRED QUALIFICATIONS (KNOWLEDGE, SKILLS & ABILITIES)
  • Self-Motivated: Working effectively with little direction
  • Strong Attention to Detail: Demonstrate a commitment to accuracy by delivering high quality work consistently
  • Ability to work efficiently on multiple projects at the same time while remaining deadline focused
  • Approachable: Genuinely encourage business interactions with client, strategic business partners and internal team members; become and remain a reliable go-to resource
  • Consistently display extraordinary customer service skills and presence while possessing a positive attitude through all client interactions
  • Confidential: Discreet in all aspects of the job; maintain confidentiality in all circumstances
  • Loyal & Trustworthy to the Myriad brand
  • Dependable: Consistently following through and meeting deadlines regularly
  • Positive Attitude: Create, support and encourage a great work environment
  • Proven verbal, written, and interpersonal communication skills

 
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.
  • Advanced computer skills including MS Office suite (Word, Excel, Outlook, PowerPoint)
  • Strong client service skills
  • High degree of attention to detail and accuracy skills
  • Effective organizational, multi-tasking, and prioritizing skills

 
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