About the role
_This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our Saint Petersburg, FL corporate office._ Job Summary: You will utilize the skills you've gained through experience and training to perform specialized billing and fee-related activities within your assigned functional area. In this role, you'll be responsible for researching and resolving transaction discrepancies, fee adjustments, and inquiries from Financial Advisors and clients. Y…