Accounts Receivable Specialist

wsfsbank; Wilmington (DE); On-site; USD 48,000 - 80,000; Full time

Job summary

WSFS Bank is seeking a billing professional in Wilmington, DE to generate and review client invoices, validate billing data, and manage collections for high-net-worth clients. The role collaborates with operations, trust officers, relationship managers, and finance to ensure timely, accurate invoicing and dispute resolution.

Qualified candidates will have a Bachelor's degree and at least 3 years in AR/billing, with strong Excel skills and excellent communication.

Qualifications

• Bachelor's degree required; concentration in Finance, Accounting, Business Administration, or related discipline preferred.
• Minimum 3 years of experience in accounts receivable, billing, invoicing, collections, or related financial operations.
• Experience supporting high net worth or ultra-high net worth clients or service-oriented environments preferred.
• Advanced proficiency in Microsoft 365 applications, particularly Excel, Word, and PowerPoint.
• Strong analytical, problem-solving, and account reconciliation skills.
• Excellent written and verbal communication with a customer-service mindset.

Responsibilities

• Generate, review, and distribute client invoices accurately and per contractual terms.
• Validate billing data, rates, fees, and docs prior to invoice issuance.
• Monitor billing schedules to ensure timely invoice preparation and delivery.
• Collaborate with operations, trust officers, relationship managers, and finance to resolve inquiries.
• Apply client payments accurately and timely.
• Reconcile accounts receivable transactions and investigate variances.
• Proactive collections outreach via phone, email, and written correspondence.
• Maintain positive client relationships and manage payment expectations.
• Escalate collection matters and recommend actions as needed.
• Document collection efforts and client communications in detail.
• Serve as a trusted billing and payment contact for high-net-worth clients.
• Resolve invoice disputes and payment discrepancies with urgency and professionalism.
• Exercise sound judgment, discretion, and empathy on sensitive matters.
• Coordinate across departments to facilitate information gathering and issue resolution.
• Build strong partnerships to ensure timely, accurate billing support.
• Navigate competing priorities to achieve business outcomes.
• Identify opportunities to improve billing, collection, and servicing processes.

Skills

Analytical skills

Communication skills

Problem solving

Education

Bachelor's degree in Finance/Accounting/Business Administration or related discipline

Tools

Excel

Word

PowerPoint

Job description

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service is more than part of our name, it's our mission and our purpose.

Job Responsibilities

• Generate, review, and distribute Client invoices accurately and in accordance with contractual terms and service agreements.
• Validate billing data, rates, fees, and supporting documentation prior to invoice issuance.
• Monitor billing schedules to ensure invoices are prepared and delivered in a timely manner.
• Partner with operations, trust officers, relationship managers, and finance teams to resolve billing inquiries and discrepancies.
• Apply Client payments accurately and timely.
• Reconcile accounts receivable transactions and investigate account variances.
• Conduct proactive collections outreach through phone, email, and written correspondence while maintaining a professional and Client-centric approach.
• Build and maintain positive relationships with Clients while appropriately managing payment expectations and delinquent balances.
• Escalate collection matters as necessary and recommend appropriate courses of action.
• Maintain detailed documentation of collection efforts, account activity, and Client communications.
• Serve as a trusted point of contact for billing and payment-related inquiries, delivering a high-touch service experience reflective of the expectations of high net worth and ultra-high net worth Clients.
• Research and resolve invoice disputes, payment discrepancies, and Client concerns with urgency, professionalism, and attention to detail.
• Demonstrate sound judgment, discretion, and empathy when addressing sensitive Client matters.
• Act as a liaison across departments to facilitate communication, information gathering, and issue resolution.
• Develop strong working relationships with business partners across the organization to ensure timely and accurate billing support.
• Effectively navigate competing priorities and varying stakeholder perspectives to achieve desired business outcomes.
• Identify opportunities to improve billing, collection, and account servicing processes while enhancing the overall Client experience.
• Ensure compliance with company policies, accounting standards, regulatory requirements, and internal controls.

Minimum Qualifications

• Bachelor's degree required; concentration in Finance, Accounting, Business Administration, or a related discipline strongly preferred.
• Minimum 3 years of experience in accounts receivable, billing, invoicing, collections, or a related financial operations function.
• Experience supporting high net worth or ultra-high net worth Clients, financial services clients, or other service-oriented environments is preferred.
• Advanced proficiency in Microsoft 365 applications, particularly Excel, Word, and PowerPoint.
• Strong analytical, problem-solving, and account reconciliation skills.
• Demonstrated ability to build credibility and work effectively with cross-functional stakeholders to obtain information, resolve issues, and drive results.
• Exceptional written and verbal communication skills with a strong customer service mindset.
• Proven ability to manage multiple priorities, meet deadlines, and maintain accuracy in a fast-paced environment.
• Self-motivated, resourceful, and capable of working independently while maintaining a high standard of quality and professionalism.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Salary Range

$48,416.00 - $79,541.75. Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and