Billing Specialist II

CI Financial

Billing Specialist II managing statements, receivables, and fee processing for Corient, a global wealth manager. Maintaining billing data and reporting revenue to leadership.

Posted 8/4/2026full-timeTulsa • Oklahoma, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in billing statement generation, client account management, and revenue reporting while maintaining data integrity in Portfolio Management systems. Strong analytical, organizational, and communication skills are essential for meeting client needs and ensuring confidentiality.

Highest-signal resume keywords

Billing Statement GenerationAccounts Receivable ManagementRevenue ReportingSalesforce ExperiencePortfolio Accounting Software

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Billing Statement GenerationAccounts Receivable ManagementRevenue ReportingData Integrity ManagementClient Information Updates

Soft Skills

Excellent Verbal CommunicationExcellent Written CommunicationAnalytical SkillsOrganizational SkillsCustomer Service Orientation

Tools & Technologies

SalesforcePortfolio Accounting SoftwareDocuSignMicrosoft Suite

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

Client AgreementsFee SchedulesConfidentialityNon-Disclosure Agreement

About the role

Key responsibilities & impact

Generate billing statements according to relevant client agreements and fee schedules
Distribute billing statements to clients
Coordinate debiting client fees from accounts
Track and manage aged accounts receivables
Coordinate fee rebates for terminated clients
Work with the Data Integrity and Reporting team to maintain accurate billing-related data in the Portfolio Management system
Update client billing information when necessary
Provide periodic revenue reporting to leadership

Requirements

What you’ll need

Bachelor's degree from an accredited institution
Minimum of 3-5 years' experience
Experience with Salesforce, Portfolio Accounting Software, DocuSign, and Microsoft Suite, or competency/ability to learn quickly
Customer service background preferred
Excellent verbal, written, analytical, and organizational skills
Ability to identify, meet, and follow through with client needs and requests
Able to work independently
Enjoy being part of a team
Must be highly flexible and confidential with all client and firm matters
Must be 18 years of age or older
Must have unrestricted work authorization to work in the United States; Corient hires U.S. citizens or permanent residents for U.S. employment opportunities, subject to stated exceptions
Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement
Ability to work in an office environment, including prolonged sitting and computer work
May be required to lift up to 15 pounds
Required to work onsite 4 days per week

Benefits

Comp & perks

401(k) Plan with Employer Matching
Four Medical Plan options generously subsidized by Corient
Employer paid Dental, Vision & Life and AD&D Insurance
Employer paid Short-term & Long-term Disability
Paid Maternity & Parental Leave
Flexible Spending Accounts & Health Savings Accounts
Dependent Care FSA
Commuter & Transit FSA
Corporate Discount Program - Perkspot
Training Reimbursement
Paid Professional Designations
Volunteer days