Brokerage Operations Billing Specialist - Kestra Financial

Kestra Financial is seeking a dynamic and motivated data entry Fee Billing Specialist to join our Fee Billing team. In this role, you will be responsible for processing client account and advisor fees.

Requirements

• Comply with all regulatory rules, written desktop procedures and company policies
• Ensure accurate and timely advisory and client account fees billed in client accounts
• Ensure accurate and timely fee processing to advisors
• Assist with training on the fee billing processes
• Answer questions and process requests as called into the team or sent into the team’s Salesforce queue
• Ability to work extra hours during peak processing times (typically includes January, April, July and October fee billing months)
• Other duties as assigned
• Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses