Billing Specialist

As a Billing Specialist, you'll be an integral part of the Operations Team, working closely with internal departments and external partners to guarantee the accuracy and timeliness of billing for Mercer Advisors' investment management clients. Your core duties will encompass conducting monthly billing audits, which involve fee billing analysis, troubleshooting client accounts, and making necessary billing adjustments. You will also be responsible for reviewing accounts and households to confirm the proper assignment of fee schedules. Furthermore, you will prepare and meticulously review client billing files to ensure accuracy and completeness before submitting them for processing. Reviewing direct debit results files will be part of your responsibilities to ensure the timely collection of client fees. You will analyze billing data monthly and work with Finance to ensure proper revenue recognition. Responding to billing inquiries from Client Service teams, performing month-end and ad hoc analysis, and collaborating with trading and client service teams to help ensure cash availability for direct debit in investment accounts will be crucial to the role.