Elite Billing Specialist II - Wealth Management (New Brunswick)

Elite Billing Specialist II - Wealth Management (New Brunswick)

08 Sep
|
CI Financial
|
New Brunswick

08 Sep

CI Financial

New Brunswick

Corient, a premier wealth management platform, seeks a Billing Analyst to manage client billing cycles, statements, and revenue reporting. You will collaborate with data teams and ensure accurate data in Portfolio Management systems, while maintaining confidential client information.
Requirements include a bachelor’s degree and 3–5 years of experience, with experience in Salesforce, DocuSign, and Microsoft Office.

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📌 Elite Billing Specialist II - Wealth Management (New Brunswick)
🏢 CI Financial
📍 New Brunswick

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