Client Services & Billing Specialist

WTW • Boston, MA

7d • Remote

About The Position

WTW’s Americas Insurance Consulting Technology (ICT) Business, part of the Global Risk & Broking Division, is expanding its Client Services team. We are seeking a Client Services & Billing Specialist to support operations and ensure seamless client service delivery. The overall scope of the role includes client project setup, billing, record maintenance, financial reporting and invoice processing. This fully remote role is ideal for detail‑oriented professionals who thrive in dynamic environments.
About the Role:
Project Setup: Create and manage client project records across CRM, accounting, and planning systems.
Billing & Invoicing: Prepare, adjust, and finalize invoices for timely delivery via email or client e‑billing platforms.
Financial Coordination: Partner with Project Managers to support reporting and budget oversight.
Record Management: Maintain organized electronic records and supporting documentation.
Compliance: Ensure billing aligns with client contracts and secure approvals for adjustments.
Issue Resolution: Troubleshoot billing challenges and collaborate with finance teams on complex matters.
Accounts Receivable Support: Liaise with collections and reconcile discrepancies across systems (Oracle, Dynamics, Mavenlink, etc.).
Vendor Invoice Processing: Perform three‑way matching invoices, purchase orders, and expense documents.
Special Projects: Contribute to ad hoc initiatives that strengthen operations.
This position reports to Client Services Team Lead.
This position is fully remote.

Requirements

• Strong organizational skills with attention to detail and deadlines.
• Excellent communication, analytical, and problem‑solving abilities.
• Comfortable working independently and collaboratively in high‑volume settings.
• Proficient with MS Office and billing systems (Oracle preferred).
• Flexible, dependable, and adaptable to change.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees