Bill Pay & Concierge Specialist

Cerity Partners Management LLC; New York (NY); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) match

Flexible PTO

Parental Leave

Education assistance

Community involvement opportunity

Commuter benefits

Job summary

Cerity Partners Family Office is seeking a Bill Pay & Concierge Specialist to join our Bill Pay Team. You will manage end-to-end bill payments, organize invoices, and coordinate high-touch concierge requests for UHNW individuals and families with discretion and client focus.

The ideal candidate has 5+ years in finance-related bill pay roles, strong Excel and QuickBooks skills, and comfort with AI tools to streamline workflows. A bachelor’s degree is required.

Qualifications

• 5+ years in bill pay or related finance role.
• Experience serving clients or vendors in a service role.
• Bachelor's degree or equivalent.
• Strong knowledge of bill payment systems (Bill.com preferred).
• Proficient in Microsoft Excel; QuickBooks a plus.
• Experience using AI tools to streamline work.
• Ability to learn new systems and tools quickly.

Responsibilities

• Manage end-to-end bill payments including intake, approvals, and reconciliation.
• Organize and monitor invoices, balances, and recurring bills to meet deadlines.
• Serve as primary contact for clients, vendors, and third parties.
• Coordinate personal concierge tasks for UHNW clients and families.
• Provide exceptional client experiences with discretion and care.
• Collaborate with advisors and internal teams on cross-functional initiatives.
• Support implementation of new technologies and process improvements.

Skills

Attention to detail

Client-focused

Organizational skills

Discretion

Proactive & independent

Education

Bachelor's degree or equivalent

Tools

Bill.com

Excel

QuickBooks

AI tools

Job description

Position Summary

The Cerity Partners Family Office is seeking a client-focused and detail-oriented Bill Pay & Concierge Specialist to join our Bill Pay Team. In this role, you will manage the end-to-end bill payment process, organize ongoing projects, and coordinate high-touch concierge requests for UHNW individuals and families. The ideal candidate thrives in a fast-paced environment, has exceptional organizational skills, and brings a solutions-oriented, client-centric mindset to all aspects of their work.

Primary Responsibilities

• Bill Pay & Expense Management: Manage the full lifecycle of bill payments, including intake, processing, approvals, and reconciliation
• Diligently organize and monitor all open invoices, outstanding balances, and recurring bills, ensuring all obligations and deadlines are met
• Client & Concierge Support: Serve as a primary point of contact for clients, vendors, and third parties on a wide range of bill pay and administrative matters
• Coordinate personal and concierge tasks such as renovation tracking, household employee support, and ad hoc requests
• Provide exceptional client experiences, responding promptly and professionally to all client requests with a high level of discretion and care
• Process & Technology: Collaborate with advisors, client teams, and internal specialists across cross-functional initiatives
• Leverage proprietary tools and resources to ensure timely and accurate completion of all deliverables
• Support the implementation of new technologies, tools, and process improvements to enhance team efficiency

Required Qualifications

• 5+ years of experience in bill pay, accounts payable/receivable, banking, or related finance role
• Experience working directly with clients or vendors in a service-oriented capacity preferred
• Bachelor's degree or equivalent professional experience
• Strong working knowledge of bill payment systems, Bill.com preferred
• Demonstrated proficiency with Microsoft Office, particularly Excel
• QuickBooks experience a plus
• Experience using AI tools to streamline everyday work, and a curiosity to continue learning and exploring how to leverage them
• Ability to adapt and learn new systems and tools quickly

Skills and Competencies

• Meticulous attention to detail and commitment to accuracy
• Client-first mindset with excellent verbal and written communication
• Strong organizational and time-management skills
• Comfortable handling sensitive information with professionalism and discretion
• Proactive, resourceful, and independently motivated

Compensation Range: $60,000 - $70,000

About Cerity Partners Family Office

Cerity Partners Family Office offers specialized support to ultra-high-net-worth families, blending expert financial, estate, and tax management with day-to-day administrative assistance. Our team is dedicated to a personalized service approach, ensuring every client receives tailored solutions to their unique circumstances. We focus on building enduring relationships through professionalism and integrity, simplifying wealth management to provide peace of mind for our clients and their legacies.

Why Cerity Partners

Our people drive our success by working together to deliver exceptional service to our clients.

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Equal Opportunity Employer

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves.

We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues.

We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.

For those needing accommodations, please reach out to [e-mail].

Applicants must be authorized to work for any employer in the U.S.

Ultimately, outstanding wealth management is about people and relationships.

Our people drive our success by working together to deliver exceptional service to our clients.

We truly care about what we do.

About Cerity Partners

Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.