• RCS Billing Support Specialist

    Raymond James Financial, Inc. (St. Petersburg, FL)


    Job Description

    Job Summary

    The Operations & Billing Support Specialist plays a crucial role in ensuring the smooth and efficient operation of business processes for the RIA & Custody Services (RCS) division within Raymond James. Under limited supervision, this role will be the subject matter expert for operational processes and data quality related to billing expenses to RCS clients. Responsibilities include preparing and implementing unique pricing schedules for all RIA’s and introducing broker dealers on the RCS platform, supporting fee collection across multiple systems, and executing a QA process to ensure billing accuracy. This role requires a high degree of analytical thinking to identify and propose workflow improvements.

    Key Responsibilities

    + Coordinate and execute complex operational tasks focused on billing and data.

    + Prepare and implement client-specific pricing schedules across multiple systems.

    + Support RCS Division Management, RCS Service, RCS Finance, and RCS Client Engagement teams in responding to questions related to client billing.

    + Troubleshoot and resolve operational and billing issues promptly.

    + Maintain accurate records and documentation of billing and operational activities including contractual pricing schedules for all clients.

    + Collaborate with cross-functional teams to improve processes and workflows.

    + Monitor and report on key performance indicators (KPIs) to ensure operational efficiency.

    + Support the implementation of new systems, technologies, and QA processes.

    + Ensure appropriate documentation and departmental tools are created and maintained (e.g., job procedures, job aids, training materials).

    + Participate in special projects as assigned.

    + All other duties as assigned.

    Knowledge Of

    + Custody and clearing platform operations and practices.

    + Billing systems and financial operations in a broker-dealer environment.

    + Contract pricing structures and fee schedules.

    + Operational systems and processes within financial services.

    + Data analysis tools such as Excel, SQL, Tableau, or Power BI (preferred).

    Skills

    + Strong analytical and problem-solving skills.

    + High attention to detail and accuracy in data handling.

    + Proficiency in Excel and familiarity with SQL or BI tools.

    + Excellent verbal and written communication skills.

    + Strong organizational and time management abilities.

    + Ability to proactively identify, take ownership of, and resolve systemic and operational issues.

    + Skilled in cultivating and maintaining effective working relationships.

    Abilities

    + Thrive in a fast-paced, results-driven environment with a proactive mindset.

    + Promote effective coordination across multiple departments and functional areas.

    + Quickly grasp new concepts and adapt to changing environments and priorities.

    + Work independently and collaboratively within a team.

    + Manage multiple tasks simultaneously while maintaining high quality standards.

    Education & Previous Experience

    + Bachelor’s degree in a related field and three(3) to six(6) years of relevant experience, or an equivalent combination of education and relevant work experience.

    + Proven experience in an operations support or billing-related role within financial services is preferred.

    Education

    Bachelor’s, Bachelor’s: Business Administration, Bachelor’s: Finance

    Work Experience

    General Experience - 3 to 6 years

     

    Certifications

     

    Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

     

    Travel

     

    Less than 25%

     

    Workstyle

     

    Hybrid

     

    At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

    We expect our associates at all levels to:

    • Grow professionally and inspire others to do the same

    • Work with and through others to achieve desired outcomes

    • Make prompt, pragmatic choices and act with the client in mind

    • Take ownership and hold themselves and others accountable for delivering results that matter

    • Contribute to the continuous evolution of the firm

     

    At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

    \#LI-JM1