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HM
Registered Nurse - 2 North Observation - F/T Day
Hackensack Meridian Health
Red Bank, NJ
- From $46.25 USD / hour
Patient and family centered care aimed at optimizing health, wellness and disease management.
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Procurement Category Lead , Gas & Building Services (Hybrid Schedule)
Eversource Energy Service Company
Berlin, CT · Manchester, NH
Advanced program, project management skills and techniques.
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Administrative Assistant (Hybrid)
Eversource Energy Service Company
Berlin, CT
…five days in the office if needed (for example: emergencies, training, or other business needs) or should the policy…
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Digital and Physical Range Systems Director
The Aerospace Corporation
Garden of the Gods, CO
In the Digital and Physical Range organization within the Space Combat Readiness Training Infrastructure Directorate, we are looking for a motivated self-starter to solve some of the…
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Restaurant Manager
Dukin
Tempe, AZ
While assigned to specific shift, the Restaurant Manager, is responsible for management of the processes and people needed to deliver great and friendly guest experience during their…
Added just now
Restaurant Manager
Dukin
Scottsdale, AZ
While assigned to specific shift, the Restaurant Manager, is responsible for management of the processes and people needed to deliver great and friendly guest experience during their…
Added just now
Restaurant Manager
Dukin
Tempe, AZ
While assigned to specific shift, the Restaurant Manager, is responsible for management of the processes and people needed to deliver great and friendly guest experience during their…
Added just now
Restaurant Manager
Dukin
Chandler, AZ
While assigned to specific shift, the Restaurant Manager, is responsible for management of the processes and people needed to deliver great and friendly guest experience during their…
Added just now
Restaurant Manager
Dukin
Tempe, AZ
While assigned to specific shift, the Restaurant Manager, is responsible for management of the processes and people needed to deliver great and friendly guest experience during their…
Added just now
Restaurant Manager
Dukin
Mesa, AZ
While assigned to specific shift, the Restaurant Manager, is responsible for management of the processes and people needed to deliver great and friendly guest experience during their…
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Restaurant Manager
Dukin
Glendale, AZ
While assigned to specific shift, the Restaurant Manager, is responsible for management of the processes and people needed to deliver great and friendly guest experience during their…
Added just now
Restaurant Manager
Dukin
Tempe, AZ
While assigned to specific shift, the Restaurant Manager, is responsible for management of the processes and people needed to deliver great and friendly guest experience during their…
Added just now
GM
Technical Process Operator
Glad Manufacturing Company
Rogers, AR
- $22.6 USD / hour
Perform routine and unique mechanical and maintenance tasks in accordance with training level
Added just now
GM
Technical Process Operator
Glad Manufacturing Company
Rogers, AR
- $22.6 USD / hour
Perform routine and unique mechanical and maintenance tasks in accordance with training level
Added just now
AC
Intake Specialist
Avec Community Action
Presque Isle, ME
- $17 USD / hour
…systems, maintain customer files to include documents required for program eligibility, schedule appointments, conduct interviews with customers, and work with agency teams to provide a…
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C-
LVN
Clarvida - California
Santa Ana, CA
- $34 USD / hour
Responsibilities• Provide case management and linkage services for clients with complex medical or psychiatric conditions• Follow up with physicians and pharmacies to ensure prescriptions…
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Director, Corporate and Financial Communications
American Express
New York, NY · NY
…team oversees global public and media relations, reputation management, social media, colleague communications, and corporate…
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Senior Manager – Business Strategy & Sales Performance
American Express
New York, NY · Phoenix, AZ · NY
Support annual sales goal setting, incentive plan development, and performance management processes.
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Local Market Solutions Manager, CAR-T – Mid-Atlantic
Janssen Biotech, Inc. Legal Entity
Pittsburgh, PA · Baltimore, MD · Cincinnati, OH · Detroit, MI · Cleveland, OH · Columbus, OH · Richmond, VA
…Manager partners closely with commercial colleagues, key account management, market access, marketing, medical and alliance partners to optimize and track local efforts. The role evaluates…
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Local Market Solutions Manager, CAR-T – Midwest
Janssen Biotech, Inc. Legal Entity
St. Louis, MO · Chicago, IL · Omaha, NE · Milwaukee, WI · Minneapolis, MN · Indianapolis, IN
…Manager partners closely with commercial colleagues, key account management, market access, marketing, medical and alliance partners to optimize and track local efforts. The role evaluates…
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Assistant Restaurant Manager
CEC Entertainment, LLC
Milwaukee, WI
Ready to level up your management career? Think you’ve got what it takes to lead at the beloved family entertainment industry leader? Families love Chuck E. Cheese because our people are…
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CE
Senior Assistant Restaurant Manager
CEC Entertainment, LLC
Tinley Park, IL
- $18.11 to $20.13 USD / hour
…sure employees have everything they need – from resources to training to motivation – so “every guest leaves happy.” Yes, we expect a lot. Fortunately, we offer a lot in…
Added just now
CE
Assistant Restaurant Manager
CEC Entertainment, LLC
Gurnee, IL
- $17.33 to $19.25 USD / hour
Ready to level up your management career? Think you’ve got what it takes to lead at the beloved family entertainment industry leader? Families love Chuck E. Cheese because our people are…
Added just now
CE
Assistant Restaurant Manager
CEC Entertainment, LLC
Darien, IL
- $17.33 to $19.25 USD / hour
Ready to level up your management career? Think you’ve got what it takes to lead at the beloved family entertainment industry leader? Families love Chuck E. Cheese because our people are…
Added just now
Senior Assistant Restaurant Manager
CEC Entertainment, LLC
Milwaukee, WI
…sure employees have everything they need – from resources to training to motivation – so “every guest leaves happy.” Yes, we expect a lot. Fortunately, we offer a lot in…

Senior Reporting & Billing Professional

Dallas, TX, United States

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Job details

Posting language: English
Posted: Nov 2, 2026

Original job description

Cetera is currently seeking a Senior Reporting and Billing Professional for our team located in Dallas, TX. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period.

Core Responsibilities:

Support of Cetera’s Advisory Programs including, Operational support and Customer Service for various departments within the organization as well as advisors across the Cetera Network.
Understanding of advisory programs and billing methodologies, Operations business and established knowledge around brokerage operations New Accounts, Money Movement, and Maintenance.
Responsible for daily processing of work associated with department to include:
Advisory billing processing
Perform various asset calculations/reconciliation
Perform research as requested on customer accounts
Provide phone support for department
Other duties as assigned
You will partner with your Operations Lead and/or Team Lead to understand all position requirements and ensure key metrics are achieved and within Service Level Agreements.
You will cross train team members with the foundation of the Specialty Operations role. Cross training on billing functions, Envestnet platform and understanding workflows.
You will proactively work to identify and resolve potential problems with respect to operational and/or billing issues.
Respond to inquiries from internal as well as external customers via Sales Force, email, mail (if applicable), and phone (if applicable) in a timely fashion.
Partner with Internal teams to come to a resolution
Handle complex cases that require detailed research as requested on customer accounts, respond on time.
Become competent in Docupace, NetX360, Adviceworks, mAA, Salesforce and Smartworks
Provide the clients and advisors of our different communities operational support around Financial Planning operations.
Learn about our business and develop expertise in BD operations, processing and service as a steppingstone for acquiring additional responsibilities.
Responsible for low to mid escalations, partnering with Operations Team Lead and leadership to help resolve.
Partner with internal partners such as the Program Manager, AdviceWorks team and compliance.
Shared responsibility related to reviewing and completing compliance audit requests.
You will partner with your manager to understand all position requirements and ensure key metrics are achieved.
Process daily work items while meeting process requirements, SLA’s and achieving quality metrics.
You will partner with other team members to ensure advisors experience consistent, high-quality customer service.
Comply with processes and procedures of the team and regulatory requirements.
Perform research as requested on customer accounts

Required Knowledge, Skills, and Abilities:

Ability to multi-task
Flexible and adaptable to change
Strong communication and organizational skills
Positive role model to colleagues
Highly responsive to coaching and training
Ability to learn quickly and multi-task effectively in a fast-paced environment
Team player attitude
Energetic and results-oriented
Intermediate experience with Microsoft Excel

Desired Knowledge, Skills, and Abilities:

Previous experience in the Finance and/or Financial Services industry
Bachelor’s degree
Series 99, 6, or 7 licensed
Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
Ability to multi-task while staying on track with regulatory deadlines, field inquiries, and internal assignments.

Minimum Required Education & Experience:

High School Diploma or GED
1 years’ applicable experience
1 years of experience with MS Office tools
Licensing (if applicable)

Travel Requirements: No Travel Required

About Us

What we give you in return:

Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and fostering.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

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