Billing Specialist

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🏄 California, Washington – Remote

🏄 California – Remote ☕ Washington – Remote

💵 $26 - $31 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

📊 Billing Specialist

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

💳 Fintech

💸 Finance

👥 B2C

Fintech • Finance • B2C

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• 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 • Reconcile direct debit results and ensure timely and accurate fee collection • Respond to billing-related inquiries from advisors and Client Service teams in a timely and professional manner • 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 • Investigate root causes of failed collections and coordinate resolution • 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; provide regular reporting on aged receivables and collection status • Identify trends in collection issues and recommend process improvements to reduce failed or delayed billing

🎯 Requirements

• 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 • Highly organized with the ability to manage multiple priorities and deadlines • Strong written and verbal communication skills • Proven ability to collaborate effectively with advisors and cross-functional teams

🏖️ 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 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 • Dependent Care Savings Account for child and dependent care. • 14 Company Paid Holidays including a full week off at Thanksgiving. • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (8 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. • Adoption Assistance Reimbursement Program • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing