AR Specialist - High-Value Client Billing

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

Benefits offered by this job

Medical, dental, vision coverage

401(k) plan

Life, disability insurance

FSAs/HSAs

Job summary

WSFS Bank in Bellevue, WA is seeking an Accounts Receivable Specialist to ensure accurate billing, timely collection, and precise maintenance of Client accounts. The role collaborates with operations, trust officers, relationship managers, and finance to resolve inquiries with discretion and professionalism.

Minimum 3 years in AR/billing is preferred, with advanced MS 365 skills and strong analytical and communication abilities.

Qualifications

• Bachelor's degree preferred; concentration in Finance, Accounting, Business Administration, or related discipline strongly 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 is preferred.
• Advanced proficiency in Microsoft 365 applications, particularly Excel, Word, and PowerPoint.

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 expectations of 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.

Skills

Excel

Analytical skills

Communication skills

Multi-tasking

Customer service mindset

Education

Bachelor's degree preferred in Finance/Accounting/Business Administration

Tools

Microsoft 365

Job description

WSFS Bank in Bellevue, WA is seeking an Accounts Receivable Specialist to ensure accurate billing, timely collection, and precise maintenance of Client accounts. The role collaborates with operations, trust officers, relationship managers, and finance to resolve inquiries with discretion and professionalism.

Minimum 3 years in AR/billing is preferred, with advanced MS 365 skills and strong analytical and communication abilities.