Job summary
Job post source
This job is directly from Mercer Advisors
Job overview
The Billing Specialist at Mercer Advisors is responsible for ensuring accurate and timely billing of investment management clients, playing a key role in the company's financial operations.
Responsibilities and impact
The Billing Specialist will conduct monthly billing audits, review fee schedules, prepare and submit billing files, monitor collections, analyze billing data, respond to billing inquiries, and collaborate with finance and client service teams to ensure proper revenue recognition and cash availability.
Compensation and benefits
Mercer Advisors offers a competitive benefits package including company-paid life and disability insurance, multiple medical and dental plans, health savings accounts, paid holidays and time off, parental leave, adoption assistance, concierge services, 401(k) retirement plan with matching, and pet insurance.
Experience and skills
Candidates should have a bachelor's degree in Finance, Accounting, or Business Administration, with preferred prior billing and financial services experience, strong analytical and problem-solving skills, knowledge of portfolio accounting, proficiency with financial systems and MS Office, and good communication and organizational skills. Experience with Salesforce and Envestnet is preferred.
Work environment and culture
Mercer Advisors values diversity with a balanced gender representation, offers flexible work arrangements without a formal headquarters, and fosters a collaborative environment dedicated to impactful financial service.
Company information
Mercer Advisors is a leading independent RIA firm serving over 31,300 families nationwide, ranked #1 by Barron's, integrating comprehensive financial planning and investment management services.
Team overview
The Billing Specialist will join the Operations Team, collaborating internally across departments and with external partners to manage client billing processes.
Job location and travel
The position is based in a professional office environment with standard Monday to Friday working hours, 8:00 AM to 5:00 PM, with no heavy lifting required.
Application process
The job posting explicitly states that unsolicited resumes from agencies or search firms are not accepted, implying direct application to Mercer Advisors is required.
Unique job features
The role offers unique benefits such as company-paid concierge services and a comprehensive benefits package tailored to employee and family needs.
Company overview
Mercer Advisors Inc. is a comprehensive wealth management firm that provides a range of financial services including investment management, financial planning, estate planning, and tax planning. They generate revenue through advisory fees based on assets under management and other financial services. Founded in 1985, Mercer has grown significantly through acquisitions and organic growth, establishing itself as a trusted advisor with a client-centric approach. Their mission is to help clients achieve economic freedom through personalized financial strategies.
How to land this job
Position your resume to highlight your experience with billing processes, financial systems, and client account management, emphasizing accuracy and attention to detail as critical for the Billing Specialist role at Mercer Advisors.
Focus on showcasing your problem-solving skills, ability to collaborate with finance and client service teams, and familiarity with tools like Salesforce and Envestnet, as these are key aspects of the job.
Apply through multiple channels including Mercer Advisors' corporate career page and LinkedIn to maximize your chances of being noticed for this position.
Connect with current Mercer Advisors employees in the Operations or Finance departments on LinkedIn, using ice breakers such as commenting on Mercer Advisors' #1 RIA ranking or asking about their experience working with integrated financial systems.
Optimize your resume for ATS by including keywords from the job description like 'billing audit,' 'fee billing analysis,' 'portfolio accounting,' 'client performance reporting,' and 'financial services,' ensuring your resume passes initial automated screenings.
Utilize Jennie Johnson's Power Apply feature to automate customization of your resume for ATS, find multiple application portals, and identify relevant LinkedIn connections, saving you time and increasing your application effectiveness.
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