Mercer Advisors
Billing Specialist (Mountain Time Zone or Pacific Time Zone)
Remote, USA
Sponsorship not specified$26k-$31kDetected 24 days ago
ComplianceSalesforceAccountingExcelCommunicationProblem SolvingOrganizational SkillsMicrosoft Office
About the role
- This role is responsible for maintaining billing integrity, updating billing instructions, processing fees, resolving discrepancies, and supporting efficient revenue recognition processes.
Responsibilities
- Perform monthly billing audits, including fee calculations, account troubleshooting, and adjustment processing
- Review and maintain client accounts and household structures to ensure accurate fee schedule assignments
- Partner with advisors and internal stakeholders to update and maintain billing instructions, ensuring alignment with client agreements
- Partner with Trading and Client Service teams to ensure sufficient account liquidity for billing debits
- Proactively track, manage, and follow up on outstanding, failed, or rejected fee transactions
- Partner with advisors, Client Service, and Trading teams to facilitate collections, including funding accounts, re-processing fees, or updating client billing setups
- Maintain detailed records of collection efforts and outstanding balances
- Maintain detailed records of collection efforts and outstanding balances; provide regular reporting on aged receivables and collection status
- Highly organized with the ability to manage multiple priorities and deadlines
- Proven ability to collaborate effectively with advisors and cross-functional teams
Requirements
- For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
Skills
- Strong analytical and problem-solving skills with high attention to detail
- Understanding of portfolio accounting and client performance reporting concepts
- Proficiency in Microsoft Office, particularly Excel
- Experience working with integrated financial systems and billing platforms
- Experience with Orion strongly preferred
- Experience with Salesforce strongly preferred
- Strong written and verbal communication skills
Compensation
- Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications.
- This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.
- Base Pay Range
Benefits
- 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 plans 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 if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Generous paid time off program for vacation and sick days
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Mercer Advisors offers a competitive and robust benefit package to our employees.
- Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs.
Company info
- We offer the following:
- We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Equal opportunity
- equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law.
- If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com.
- This inbox is for accommodation requests only.
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This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.