Billing Specialist I

CI Financial Corp

Columbus, OH, United States
Onsite
End-to-end client billing
Generate and distribute statements
Process account debits and rebates
Join a team that values your ambition and empowers your growth at Corient, where we help high- and ultra-high-net-worth individuals and families enjoy a full life while preserving their wealth

Job Summary

  • Join a team that values your ambition and empowers your growth at Corient, where we help high- and ultra-high-net-worth individuals and families enjoy a full life while preserving their wealth.
  • This position will play a pivotal role in managing end-to-end client billing operations, including generating and distributing statements, processing account debits and rebates, maintaining accurate billing data, and updating client information.
  • Corient offers a comprehensive benefits package including a 401(k) Plan with Employer Matching, generously subsidized medical plans, and employer-paid dental, vision, and life insurance.

Matching Summary

Join a team that values your ambition and empowers your growth at Corient, where we help high- and ultra-high-net-worth individuals and families enjoy a full life while preserving their wealth.

Skills & Requirements

Must-have

  • End-to-end client billing
  • Generate and distribute statements
  • Process account debits and rebates
  • Maintain accurate billing data
  • Microsoft Suite (Excel)

Nice-to-have

  • Empowers your growth
  • Exceeding expectations
  • Simplifying lives
  • End-user focus

Key Requirements

  • Minimum 1 year experience
  • Bachelor's or equivalent
  • Salesforce experience
  • Portfolio Accounting Software experience preferred
  • Custodian interaction experience preferred
  • Unrestricted work authorization to work in the United States

Work Rights

Unrestricted work authorization

Tailored Resume

Cover Letter