Investment Operations - Billing Specialist (Rockford, IL)

Savant is seeking an Investment Operations Billing Specialist in Rockford, IL.

Are you analytical, detail-oriented, and interested in building a career in financial services? As an Investment Operations Billing Specialist, you’ll help ensure client accounts are established and billed accurately while supporting the operational processes behind a growing wealth management firm. This is a great opportunity for someone early in their career who enjoys working with numbers, investigating discrepancies, and finding practical solutions. You do not need previous wealth management experience to be considered. We’re looking for someone who brings strong attention to detail, sound judgment, and an eagerness to learn.

In this role, you can expect to focus in the following areas:

• Setting up new client accounts, account groupings, and billing arrangements accurately and on time
• Supporting the collection of client fees from accounts held with our custodians
• Researching and helping resolve billing or fee-collection issues
• Reviewing billing history to identify discrepancies and determine appropriate next steps
• Partnering with advisors and internal teams to understand unique billing situations and client fee agreements
• Assisting with billing corrections, client credits, and refunds when needed
• Helping create customized fee schedules that align with client agreements
• Maintaining accurate information in our portfolio management and billing systems
• Responding to internal and external requests in a timely and professional manner
• Supporting departmental projects, including system migrations and integrations
• Identifying opportunities to improve processes, systems, and team efficiency
• Collaborating with teammates and providing support during high-volume periods

These responsibilities reflect the account setup, fee collection, auditing, research, reporting, and cross-functional coordination included in the current role description.

A couple things to note about our Investment Operations Billing Specialist position:

• Position location: Ideally - Rockford, IL; however, we will also consider candidates in the Madison, WI area
• Work model: Hybrid and remote eligible long-term.
• Typical working hours: 8:00am - 5:00pm CST
• This is an excellent opportunity for an entry-level or early-career candidate interested in financial operations, accounting, investments, or wealth management.
• Training and support will be provided to help you learn Savant’s systems, processes, and approach to client billing.