Billing Specialist
New
M
Mercer AdvisorsFinancial Services
This is a remote position with a strong preference for candidates in the Mountain or Pacific Time Zones., Mountain or Pacific Time ZonesFull-TimeMiddle
Salary26 - 31 USD per hour
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Job Details
- Required Skills
- SalesforceMicrosoft Excel
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.
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.
- Reconcile direct debit results and ensure timely and accurate fee collection.
- Respond to billing-related inquiries from advisors and Client Service teams professionally.
- Partner with Trading and Client Service teams to ensure sufficient account liquidity for billing debits.
- Track, manage, and follow up on outstanding, failed, or rejected fee transactions.
- Investigate root causes of failed collections and coordinate resolution.
- Maintain detailed records of collection efforts and report on aged receivables.
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