The Company:
- A prominent Fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships.
What You Will Be Doing:
- Supporting advisory account billing and maintenance on a high-performing operations team. You’ll ensure accurate, timely account servicing while partnering cross-functionally to resolve billing, fee, and termination items. Day to day, you will:
- Perform advisory account maintenance and billing support using internal systems and databases
- Monitor accounts for program funding gaps and missing documentation that may require termination
- Process direct bill maintenance, fee adjustments (cycle changes, terminations, rep changes, conversions), and billing corrections
- Coordinate with internal teams on journals, distributions, account opening, trading, compliance, and performance-related requests
- Resolve fee and termination inquiries with a client-first mindset
- Complete operational processing such as fee posting, manual batch tickets, custom billing, and batching
- Maintain accurate policy and procedure documentation as processes evolve
- Consistently meet established productivity and quality standards
Role Logistics:
- 6-month contract
- Location: San Diego, CA
- Hybrid — onsite 3 days per week
- Start date: ASAP
- Pay rate: $24–$26/hr
Qualifications:
- Bachelor’s degree preferred, or equivalent practical experience; 0–2 years in brokerage, accounting, or financial services preferred
- Strong attention to detail and accuracy-focused execution
- Ability to work effectively under pressure and meet deadlines
- Excellent verbal and written communication skills
- Proficiency with Microsoft Excel and Word
- Customer service mindset with a collaborative, team-oriented approach
- Preferred: Microsoft Access; internal workflow/document-management tools (e.g., similar to Documentum); brokerage, accounting, or financial services operations familiarity; process-improvement mindset; experience with billing corrections, reconciliations, or fee-related processing
Equal Opportunity Employer:
- Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.