Billing Specialist

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.

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.

• 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

• 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

This is a remote position with a strong…