Billing Specialist - Wealth Solutions

The posting, as Mercer Advisors wrote it

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

• Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here .

Job Summary

The Billing Specialist provides daily, ongoing accounts receivable support within Wealth Solutions, Tax Department including creating invoices, tracking, reporting, and collecting open items.

Essential Job Functions

• Actively involved in the overall day-to-day responsibilities of tracking, reporting, and updating accounts receivables
• Supports department leadership with a weekly snapshot of revenue/collection
• Update procedures, assuring accuracy, and data integrity
• Communicate and collaborate with various stakeholders, such as employees, managers, clients, and vendors, and resolve any issues or conflicts
• Create, document, and share invoices as tax returns are completed
• Collect and manage client authorizations and signatures for financial account debits
• Support clients with making payments if needed
• Work closely with the accounting team for all billing inquiries, including exception requests financial account debit requests, resolving any discrepancies
• Manage account receivable report from accounting and follow up on all outstanding invoices
• Responsible for maintaining billing data integrity and maintaining accurate records across all platforms
• Reconcile tax cash receipts, apply payments to invoices in CCH, and ensure payment activity is accurately recorded in NetSuite.
• Track and manage fees for acquisitions, including alignment of fees across the platform
• Other duties as needed

Required Knowledge, Skills and Abilities

• Bachelor's degree or equivalent exper

[…]
nrolled 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

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

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