Billing Specialist - Remote

Overview

The Billing Specialist will collaborate with internal departments and external partners to ensure correct and timely billing of Mercer Advisors investment management clients.

In Short

• Responsible for monthly billing audit including fee billing analysis, troubleshooting client accounts, and adjustment billing.
• Review accounts and households to ensure appropriate fee schedules are assigned.
• Prepare and review client billing files for accuracy and completeness and submit billing file for processing.
• Review direct debit results files to ensure timely collections of client fees.
• Research and assist in the collection of any uncollected items.
• Analyze billing data on a monthly basis and work with Finance & Accounting to ensure proper revenue recognition.
• Respond to billing inquiries from Client Service teams.
• Perform month-end and ad hoc analysis as needed.
• Work with trading and client service teams to ensure cash is available for direct debit in investment accounts.

Requirements

• Bachelor’s degree in Finance, Accounting or Business Administration.
• Prior billing experience preferred.
• Financial services background preferred.
• Exceptional problem-solving and sharp analytical skills.
• Knowledge of portfolio accounting and client performance reporting.
• Strong systems and process orientation as well as MS Office experience.
• Experience working with integrated financial systems.
• Detail-oriented, accurate and possesses good organizational skills; strong communication skills.
• Demonstrates good interpersonal skills with the ability to work well across all departments and levels within the organization.
• Experience with Salesforce and Envestnet preferred.

Benefits

• Company Paid Basic Life & AD&D Insurance.
• Company Paid Short-Term and Long-Term Disability Insurance.
• Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions.
• Two comprehensive Dental Plans.
• Vision Insurance Plan.
• 14 Company Paid Holidays with a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match.