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Financial Consultant

Advisory Billing & Onboarding Specialist

Job in Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: United Planners Financial Services
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A financial services firm located in Scottsdale, Arizona is seeking an Advisory Billing Specialist. The ideal candidate will handle advisory fee billing, data management, and operations. Responsibilities include billing processing, advisor support, and serving as a subject matter expert on the billing database. A successful applicant should possess professional communication skills, time-management abilities, and be adept in Microsoft Office. While a bachelor's degree is desired, relevant experience will also be considered.
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