Billing Specialist (Mountain Time Zone or Pacific Time Zone)

Mercer Advisors

3d•$26 - $31•Remote

About The Position

As a key member of the Operations Team, the Billing Specialist partners with advisors, internal teams, and external stakeholders to ensure accurate and timely billing for Mercer Advisors’ investment management clients. This role is responsible for maintaining billing integrity, updating billing instructions, processing fees, resolving discrepancies, and supporting efficient revenue recognition processes.

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, 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

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