AR Specialist — High-Value Client Billing

WSFS Bank; Bellevue (KY); On-site; USD 48,000 - 80,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Life insurance

Disability insurance

FSAs/HSAs

Wellness programs

Paid time off

Paid holidays

Parental leave

Military leave

Job summary

WSFS Bank is seeking an Accounts Receivable Specialist to ensure accurate billing, timely collections, and reliable account servicing for a client base that includes high net worth individuals. You will collaborate with operations, trust officers, relationship managers, and finance to resolve discrepancies, apply payments, and maintain AR records with discretion and professionalism.

The role requires strong Excel skills, attention to detail, and a commitment to delivering a high-touch client

Qualifications

• Bachelor's degree required; Finance/Accounting/Business preferred.
• At least 3 years in accounts receivable, billing, invoicing, or collections.
• Experience serving high net worth clients preferred.
• Advanced proficiency in Excel, Word, and PowerPoint.
• Strong analytical and reconciliation skills.
• Ability to work cross-functionally and communicate clearly.
• Ability to manage multiple priorities and meet deadlines.

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 high net worth clients.
• Research and resolve invoice disputes, payment discrepancies, and client concerns with urgency 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 to achieve desired business outcomes.
• Identify opportunities to improve billing, collection, and account servicing processes while enhancing the client experience.
• Ensure compliance with company policies, accounting standards, regulatory requirements, and internal controls.

Skills

Bachelor's degree

Excel

Word

PowerPoint

Analytical thinking

Cross-functional collaboration

Communication

Multitasking

Education

Bachelor's degree

Tools

Microsoft 365

Job description

WSFS Bank is seeking an Accounts Receivable Specialist to ensure accurate billing, timely collections, and reliable account servicing for a client base that includes high net worth individuals. You will collaborate with operations, trust officers, relationship managers, and finance to resolve discrepancies, apply payments, and maintain AR records with discretion and professionalism.

The role requires strong Excel skills, attention to detail, and a commitment to delivering a high-touch client