Billing Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct monthly billing audits, which include fee calculations, account troubleshooting, and processing adjustments.

• Assess and maintain client accounts and household structures to guarantee accurate assignment of fee schedules.

• Revise and uphold billing instructions in collaboration with advisors and internal stakeholders, in accordance with client agreements.

• Reconcile direct debit outcomes and ensure the prompt and precise collection of fees.

• Address billing-related queries from advisors and Client Service teams.

• Collaborate with Trading and Client Service teams to ensure adequate account liquidity for billing debits.

• Monitor, manage, and follow up on pending, failed, or rejected fee transactions.

• Analyze root causes of failed collections and facilitate resolutions.

• Oversee collections, which may include funding accounts, reprocessing fees, or modifying client billing setups.

• Maintain documentation of collection efforts and outstanding balances; provide reports on aged receivables and collection status.

• Recognize trends in collection issues and propose process enhancements.

⛳️ Requirements

• Excellent analytical and problem-solving abilities with a keen eye for detail.

• Familiarity with portfolio accounting and concepts of client performance reporting.

• Proficient in Microsoft Office, especially Excel.

• Experience with integrated financial systems and billing platforms.

• Strong preference for candidates with Orion experience.

• Strong preference for candidates with Salesforce experience.

• Highly organized and capable of managing multiple priorities and deadlines effectively.

• Excellent written and verbal communication skills.

• Proven ability to work collaboratively with advisors and cross-functional teams.

• Availability to work Monday through Friday, from 8:00 AM to 5:00 PM.

• Must adhere to federal employment eligibility verification requirements.

🏝️ Benefits

• Company Paid Basic Life & AD&D Insurance.

• Company Paid Short-Term and Long-Term Disability Insurance.

• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance.

• Three Cigna medical plan offerings, including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

• Kaiser Medical plans available in California.

• Health Savings Account (HSA) with company contributions for those enrolled in either HDHP medical plan.

• Two comprehensive Dental Plans.

• Vision Insurance Plan.

• Dependent Care Savings Account for child and dependent care expenses.

• 14 Company Paid Holidays, including a full week off at Thanksgiving.

• Generous paid time off policy for vacation and sick days.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits include company-paid STD, any supplemental STD, plus Parental Leave (8 weeks) for recovery, bonding, and family time.

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services for a range of caring needs for aging parents, young children, and life's challenges.

• 401(k) Retirement Plan featuring both Traditional and Roth options with per pay period matching, as well as an after-tax option.

• Pet Insurance.

• Personalized financial planning and guidance from Mercer Advisors professionals, available at preferred employee pricing.

• Eligibility for incentive compensation.