Bill Pay & Concierge Specialist

Cerity Partners; United States; Remote; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k) 4% Match

Flexible PTO

Parental Leave

Education assistance

Volunteer time

Commuter Benefits

Job summary

Cerity Partners Family Office seeks a Bill Pay & Concierge Specialist to manage end-to-end bill payments and high-touch concierge tasks for UHNW clients. You will coordinate with advisors and internal teams, ensuring accurate processing and discreet client service.

The role emphasizes organization, problem-solving, and a client-centric mindset in a fast-paced environment with ongoing projects and technology-driven improvements.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• 5+ years in bill pay, accounts payable/receivable, banking, or related finance.
• Strong knowledge of bill payment systems; QuickBooks a plus.
• Proficiency with Microsoft Excel; AI tools are a plus.

Responsibilities

• Bill Pay & Expense Management: manage full lifecycle of bill payments from intake to reconciliation.
• Monitor invoices, balances, and recurring bills to meet deadlines.
• Client & Concierge Support: serve as primary contact for clients, vendors, and third parties.
• Coordinate personal tasks (renovation tracking, household staff) and ad hoc requests.
• Provide prompt, professional service with discretion and care.
• Collaborate with advisors and cross-functional teams; use proprietary tools for deliverables.
• Support new technologies and process improvements to boost efficiency.

Skills

Attention to detail

Client-first mindset

Organizational skills

Discretion

Communication

Education

Bachelor’s degree

Equivalent professional experience

Tools

Bill.com

Microsoft Excel

QuickBooks

AI tools

Microsoft Office

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. 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 benefits

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.