Accounts Receivable Specialist

WSFS Bank•Wilmington, DE

12d•$48,416 - $79,542

About The Position

The Accounts Receivable Specialist is responsible for ensuring accurate and timely billing, collection, reconciliation, and servicing of Client accounts while delivering an exceptional Client experience. This role partners closely with internal business leaders, operational teams, and finance stakeholders to resolve billing matters, facilitate efficient payment processing, and maintain the integrity of accounts receivable records. Given the nature of our client base, including high net worth (HNW) and ultra-high net worth (UHNW) individuals, the successful candidate will demonstrate exceptional professionalism, discretion, responsiveness, and attention to detail.

Requirements

Bachelor's degree required; concentration in Finance, Accounting, Business Administration, or a related discipline strongly preferred.
Minimum 3 years of experience in accounts receivable, billing, invoicing, collections, or a related financial operations function.
Advanced proficiency in Microsoft 365 applications, particularly Excel, Word, and PowerPoint.
Strong analytical, problem-solving, and account reconciliation skills.
Demonstrated ability to build credibility and work effectively with cross-functional stakeholders to obtain information, resolve issues, and drive results.
Exceptional written and verbal communication skills with a strong customer service mindset.
Proven ability to manage multiple priorities, meet deadlines, and maintain accuracy in a fast-paced environment.
Self-motivated, resourceful, and capable of working independently while maintaining a high standard of quality and professionalism.
Presently authorized to work for any employer in the United States and will not require work visa sponsorship from WSFS Bank now or in the future.

Nice To Haves

Experience supporting high net worth or ultra-high net worth Clients, financial services clients, or other service-oriented environments is preferred.

Responsibilities

Generate, review, and distribute Client invoices accurately and in accordance with contractual terms and service agreements.
Validate billing data, rates, fees, and supporting documentation prior to invoice issuance.
Monitor billing schedules to ensure invoices are prepared and delivered in a timely manner.
Partner with operations, trust officers, relationship managers, and finance teams to resolve billing inquiries and discrepancies.
Apply Client payments accurately and timely.
Reconcile accounts receivable transactions and investigate account variances.
Conduct proactive collections outreach through phone, email, and written correspondence while maintaining a professional and Client-centric approach.
Build and maintain positive relationships with Clients while appropriately managing payment expectations and delinquent balances.
Escalate collection matters as necessary and recommend appropriate courses of action.
Maintain detailed documentation of collection efforts, account activity, and Client communications.
Serve as a trusted point of contact for billing and payment-related inquiries, delivering a high-touch service experience reflective of the expectations of high net worth and ultra-high net worth Clients.
Research and resolve invoice disputes, payment discrepancies, and Client concerns with urgency, professionalism, and attention to detail.
Demonstrate sound judgment, discretion, and empathy when addressing sensitive Client matters.
Act as a liaison across departments to facilitate communication, information gathering, and issue resolution.
Develop strong working relationships with business partners across the organization to ensure timely and accurate billing support.
Effectively navigate competing priorities and varying stakeholder perspectives to achieve desired business outcomes.
Identify opportunities to improve billing, collection, and account servicing processes while enhancing the overall Client experience.
Ensure compliance with company policies, accounting standards, regulatory requirements, and internal controls.