Client Services & Billing Specialist

WTW•Boston, MA

6d•$65,000 - $70,000•Remote

About The Position

This role involves managing client project records, preparing and finalizing invoices, supporting financial coordination with Project Managers, maintaining organized records, ensuring billing compliance with contracts, resolving billing issues, supporting accounts receivable, processing vendor invoices, and contributing to special projects. The position reports to the Client Services Team Lead and is fully remote.

Requirements

Experience with CRM, accounting, and planning systems.
Proficiency in preparing, adjusting, and finalizing invoices.
Ability to support financial reporting and budget oversight.
Skills in maintaining organized electronic records and documentation.
Understanding of client contract compliance for billing.
Capability to troubleshoot billing challenges.
Experience with accounts receivable support and reconciliation.
Familiarity with vendor invoice processing and three-way matching.
Experience with systems such as Oracle, Dynamics, and Mavenlink is implied by the need to reconcile discrepancies across them.

Responsibilities

Create and manage client project records across CRM, accounting, and planning systems.
Prepare, adjust, and finalize invoices for timely delivery via email or client e-billing platforms.
Partner with Project Managers to support reporting and budget oversight.
Maintain organized electronic records and supporting documentation.
Ensure billing aligns with client contracts and secure approvals for adjustments.
Troubleshoot billing challenges and collaborate with finance teams on complex matters.
Liaise with collections and reconcile discrepancies across systems (Oracle, Dynamics, Mavenlink, etc.).
Perform three-way matching invoices, purchase orders, and expense documents.
Contribute to ad hoc initiatives that strengthen operations.

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