Bill Pay & Concierge Specialist

Cerity-Partners; New York (NY); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners is seeking a Bill Pay & Concierge Specialist for its Family Office in New York. The role handles end-to-end bill payments, reconciliations, and high-touch concierge requests for ultra-high-net-worth clients, maintaining discretion and client-first service.

The ideal candidate brings 5+ years in bill pay or related finance, proficiency with Bill.com, Excel, and QuickBooks, and a proactive, adaptable mindset to support cross-functional initiatives.

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.

Responsibilities

• Manage the full lifecycle of bill payments, including intake, processing, approvals, and reconciliation.
• Organize and monitor all open invoices, balances, and recurring bills to meet deadlines.
• Serve as a primary contact for clients, vendors, and third parties on bill pay and admin matters.
• Coordinate personal/concierge tasks such as renovation tracking and household employee support.
• Collaborate with advisors and internal teams to ensure timely deliverables and process improvements.

Skills

Bill pay experience

Client service

Excel

AI tools

Adaptability

Attention to detail

Education

Bachelor’s degree or equivalent experience

Tools

Bill.com

Microsoft Office

QuickBooks

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 ResponsibilitiesBill Pay & Expense Management:Manage the full lifecycle of bill payments, including intake, processing, approvals, and reconciliationDiligently organize and monitor all open invoices, outstanding balances, and recurring bills, ensuring all obligations and deadlines are metClient & Concierge Support:Serve as a primary point of contact for clients, vendors, and third parties on a wide range of bill pay and administrative mattersCoordinate personal and concierge tasks such as renovation tracking, household employee support, and ad hoc requestsProvide exceptional client experiences, responding promptly and professionally to all client requests with a high level of discretion and careProcess & Technology:Collaborate with advisors, client teams, and internal specialists across cross-functional initiativesLeverage proprietary tools and resources to ensure timely and accurate completion of all deliverablesSupport the implementation of new technologies, tools, and process improvements to enhance team efficiencyRequired Qualifications:5+ years of experience in bill pay, accounts payable/receivable, banking, or related finance roleExperience working directly with clients or vendors in a service-oriented capacity preferredBachelor’s degree or equivalent professional experienceStrong working knowledge of bill payment systems, Bill.com preferredDemonstrated proficiency with Microsoft Office, particularly ExcelQuickBooks experience a plusExperience using AI tools to streamline everyday work, and a curiosity to continue learning and exploring how to leverage themAbility to adapt and learn new systems and tools quicklySkills and Competencies:Meticulous attention to detail and commitment to accuracyClient-first mindset with excellent verbal and written communicationStrong organizational and time-management skillsComfortable handling sensitive information with professionalism and discretionProactive, resourceful, and independently motivatedCompensation Range:$60,000 - $70,000About 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. Below is a glimpse of the key elements of our total rewards package:· 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 benefitsCerity 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.