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Seasonal Task Associate
Ulta Beauty, Inc.
San Antonio, TX
…completing tasks as assigned. They support the Merchandise Manager (MM) and Operations Manager (OM) through a focus on performance (operational metrics), people (peers and guests), and…
Added just now
Task Associate
Ulta Beauty, Inc.
San Antonio, TX
…completing tasks as assigned. They support the Merchandise Manager (MM) and Operations Manager (OM) through a focus on performance (operational metrics), people (peers and guests), and…
Added just now
UB
Seasonal Task Associate
Ulta Beauty, Inc.
Davis, CA
- $16.9 to $24 USD / hour
…completing tasks as assigned. They support the Merchandise Manager (MM) and Operations Manager (OM) through a focus on performance (operational metrics), people (peers and guests), and…
Added just now
Operations Manager
Ulta Beauty, Inc.
West Valley, UT
The Operations Manager (OM) is responsible for leading through Ulta Beauty’s mission, vision, and values in order to develop a high-performing team that consistently delivers top-line sales…
Added just now
Task Associate
Ulta Beauty, Inc.
Del Rio, TX
…completing tasks as assigned. They support the Merchandise Manager (MM) and Operations Manager (OM) through a focus on performance (operational metrics), people (peers and guests), and…
Added just now
Task Associate
Ulta Beauty, Inc.
San Antonio, TX
…completing tasks as assigned. They support the Merchandise Manager (MM) and Operations Manager (OM) through a focus on performance (operational metrics), people (peers and guests), and…
Added just now
Task Associate
Ulta Beauty, Inc.
San Antonio, TX
…completing tasks as assigned. They support the Merchandise Manager (MM) and Operations Manager (OM) through a focus on performance (operational metrics), people (peers and guests), and…
Added just now
UB
Seasonal Task Associate
Ulta Beauty, Inc.
Rochester, NY
- $16 to $20 USD / hour
…completing tasks as assigned. They support the Merchandise Manager (MM) and Operations Manager (OM) through a focus on performance (operational metrics), people (peers and guests), and…
Added just now
Task Associate
Ulta Beauty, Inc.
San Antonio, TX
…completing tasks as assigned. They support the Merchandise Manager (MM) and Operations Manager (OM) through a focus on performance (operational metrics), people (peers and guests), and…
Added just now
Task Associate
Ulta Beauty, Inc.
San Antonio, TX
…completing tasks as assigned. They support the Merchandise Manager (MM) and Operations Manager (OM) through a focus on performance (operational metrics), people (peers and guests), and…
Added 1 min ago
Technical Program Manager III, Network Infrastructure Planning, Google Cloud
Google
Sunnyvale, CA
…down the street or across the globe. As a Technical Program Manager at Google, you’ll use your technical expertise to lead complex, multi-disciplinary projects from start to finish. You’ll…
Added 2 mins ago
TE
Part-Time Peer Specialist at Mariposa House
The Empowerment Program
Denver, CO
- $19 to $24 USD / hour
- Part-time
Communication & Logs: Notify the Program Manager promptly of any maintenance, safety, or security concerns. Email significant events to the housing team and maintain the daily shift logs.
Added 3 mins ago
HR
Account Manager
Horizon Realty Advisors LLC
College Station, TX
- $18 to $20 USD / hour
The Account Manager supports overall property operations by managing financial activities, including rent collection, expense management, and ensuring financial objectives are met. This…
Added 4 mins ago
Enrollment Sales Manager- Clinical Operations
Medsien
United States
As an Enrollment Sales Manager- Clinical Operations, you will be a crucial part of our onboarding team, responsible for driving the enrollment process and managing both newly onboarded and…
Added 7 mins ago
TP
Operations Manager
Timberline Pallet LLC
Rock Island, IL
- $65,000 to $75,000 USD / year
…work every day? Timberline Pallet is looking for a hands-on Operations Manager to lead Dexton, a Timberline Pallet Company, in Rock Island. We build custom crates and pallets that keep our…
Added 9 mins ago
Assistant General Manager (AGM) – Internal Opportunity
Eagle Point Solutions
Lewisville, TX
THE ROLE: The Assistant General Manager (AGM) is a hands-on operational leader supporting the Dallas General Manager in the daily execution and continued improvement of the division. This…
Added 9 mins ago
Assistant General Manager (AGM)
Eagle Point Solutions
Lewisville, TX
THE ROLE: The Assistant General Manager (AGM) is a hands-on operational leader supporting the Dallas General Manager in the daily execution and continued improvement of the division. This…
Added 11 mins ago
SO
Senior Manager Information Security (Compliance) Remote From Anywhere In CO
State of Colorado
CO
- $134,000 to $144,000 USD / year
Join the Information Security Office as our Senior Compliance Manager and empower a team dedicated to protecting Colorado's public services and data. In this role, you will lead the daily…
Added 11 mins ago
SO
Construction Resident Engineer (PE II) - Colorado Springs and Pueblo
State of Colorado
Colorado Springs, CO · Pueblo, CO
- $119,184 to $122,940 USD / year
Oversee the residency's daily operations, including workload planning, resource allocation, staffing assignments, and coordination of design and construction activities.
Added 17 mins ago
UG
Business Manager
UnitedHealth Group
Batesville, AR
- $22 USD / hour
As the Business Manager, you will manage, coordinate, and direct the administrative support and non-clinical operations of the agency, and ensure that all duties are performed in a timely…
Added 20 mins ago
W
Pharmacy Manager - $50K Sign on bonus available
Walgreens
New Castle, DE
- $67.05 to $90.55 USD / hour
Participates and assists in events that reflect the unique communities we serve as requested by Store Manager, Healthcare Supervisor, or District Manager.
Added 20 mins ago
Manager, Project Manager (Labor Advisor)
Capital One
Wilmington, DE
We are seeking a Manager of Project Management focused on Workforce Strategy and acting as a Labor Advisor to multiple teams within the Bank Tech organization. In this exciting role, you…
Added 20 mins ago
Corporate Communications Manager
Sumitomo Pharma
Dover, DE
Reporting to the Vice President, Corporate Communications, the Corporate Communications Manager serves as a key communications partner across Sumitomo Pharma America. This writing- and…
Added 22 mins ago
Banking Center Manager, New Haven, CT
F8F Santander Bank N.A.
United States
This role is responsible for all functions, staff, and daily operations within a banking center. They are responsible for implementing the banking center network strategy, which includes…
Added 27 mins ago
CF
Animal Care Technician - Pierre, SD
Christensen Farms
Pierre, SD
- From $21 USD / hour
…essential to the daily care of our animals and overall barn operations, ensuring the health, comfort, and well-being of our swine herd. The ideal candidate is reliable, hardworking, and…

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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