[Hiring] Billing and Terminations Specialist REMOTE USA
Position: Billing and Terminations Specialist
Date Posted: December 9, 2025
Industry: Financial Services / Accounting / Operations
Employment Type: Full Time
Experience: Minimum 2 years in financial services operations or billing functions
Qualification: Bachelor’s degree in Accounting or a related field, or equivalent combination of education and experience
Salary: $54,200.00 – $74,600.00
Location: United States, REMOTE
Company: Empower
Description:
Billing and Terminations Specialist required
At Empower, we believe that transforming financial lives begins with empowering our own employees. We foster a flexible work environment and encourage career growth through internal mobility. We prioritize purpose, well-being, and work-life balance, and our associates dedicate significant time volunteering for causes that matter to them.
As a Billing and Terminations Specialist, you will play a key role in ensuring precise, timely, and client-focused financial operations. You will manage all major functions within the Advisory Billing and Terminations Operations area, ensuring accurate fee processing, meticulous record-keeping, and smooth client transitions when ending their management relationship with Empower Personal Strategy. Your efforts help maintain Empower’s commitment to operational excellence and a seamless client experience.
The position follows an 8am – 5pm MST shift. Candidates outside the Mountain Time Zone must be able to work within these hours.
What You Will Do
- Process prorated Advisory Management fees for accounts closing before the regular monthly fee cycle, ensuring accurate collection and effective client and advisor communication regarding fees or termination procedures via email.
- Ensure clients terminating Personal Strategy management are billed accurately and asset transfers are processed promptly by preparing paperwork for Wire or ACH disbursements within strict deadlines.
- Accurately account for all monthly Advisory Management fees collected.
- Prepare and process monthly billing files, validating that all accounts are charged correctly, including reviewing fee exceptions due to promotions or other circumstances.
- Serve as a primary contact for inquiries regarding Personal Strategy Terminations, resolving issues professionally and accurately.
What You Will Bring
- Bachelor’s degree in Accounting or a related field, or equivalent experience.
- Minimum 2 years of relevant experience in financial services operations or billing.
- Moderate to advanced proficiency in Microsoft Excel.
- Experience with Salesforce.
- Strong attention to detail and organizational skills with the ability to manage multiple priorities and deadlines accurately.
- Ability to exercise sound judgment.
What Will Set You Apart
- Exceptional operational, organizational, and follow-up skills.
- Current knowledge of investment products and services.
- Proven ability to maintain compliance with regulatory-driven requirements.
- Strong verbal, written, and listening communication skills.
- Collaborative and team-oriented interpersonal skills.
- Strong analytical and problem-solving abilities.
- Familiarity with preparing and sending client paperwork, including Wire/ACH requests.
#PJPW2
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
What We Offer You
- Medical, dental, vision, and life insurance.
- Retirement savings – 401(k) plan with up to 6% company matching, financial advisory services, discretionary company contributions, and broad investment options.
- Tuition reimbursement up to $5,250/year.
- Business-casual work environment.
- Generous paid time off including ten company holidays and three floating holidays annually.
- Paid volunteer time – 16 hours per year.
- Leave of absence programs including paid parental leave, short- and long-term disability, and FMLA.
- Business Resource Groups (BRGs) to promote inclusion and collaboration.
For remote and hybrid positions, reliable high-speed wired internet and a suitable home workspace are required. Equipment will be provided, and occasional office work may be required if home setup is inadequate.
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