AR Specialist – Billing & Collections for Elite Clients

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

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Wellness program

Job summary

WSFS Bank seeks an Accounts Receivable Specialist to manage invoicing, billing validation, and timely payments for high-net-worth clients. You will collaborate with operations, trust officers, and finance teams to resolve discrepancies and ensure precise AR records.

The role requires 3+ years in AR/billing, strong Excel/MS Office skills, and exemplary communication. A customer-centric, discreet professional approach is essential in a fast-paced environment.

Qualifications

• Bachelor's degree required; concentration in Finance, Accounting, or Business Administration strongly preferred.
• 3+ years of accounts receivable, billing, invoicing, or collections experience.
• Experience supporting high net worth or financial services clients is preferred.
• Advanced proficiency with Excel and MS 365 applications.

Responsibilities

• Generate, review, and distribute Client invoices accurately and in accordance with contractual terms.
• Validate billing data, rates, fees, and supporting documentation prior to invoice issuance.
• Monitor billing schedules to ensure timely invoice delivery.
• 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 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.

Skills

Microsoft Excel

Account reconciliation

Analytical thinking

Customer service

Communication skills

Education

Bachelor's degree in Finance, Accounting, or Business Administration

Tools

MS Office

Job description

WSFS Bank seeks an Accounts Receivable Specialist to manage invoicing, billing validation, and timely payments for high-net-worth clients. You will collaborate with operations, trust officers, and finance teams to resolve discrepancies and ensure precise AR records.

The role requires 3+ years in AR/billing, strong Excel/MS Office skills, and exemplary communication. A customer-centric, discreet professional approach is essential in a fast-paced environment.