Client Experience & Billing Operations Specialist

Cerity Partners Management LLC; Louisville (KY); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Health, dental, and vision insurance –

4% 401(k) match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners is seeking a Client Service/Concierge to act as the billing liaison, onboarding coordinator, and admin backbone for the team in Louisville. You’ll manage end-to-end billing, engage with internal accounting on reconciliations, and support onboarding, sponsorships, and expense processing.

Ideal candidates have 2–4 years of admin, billing, or accounting support experience, with strong Microsoft Office skills and discretion handling confidential information.

Qualifications

• Experience in administrative, billing, or accounting support is preferred.
• Exposure to accounts receivable and accounts payable is a plus.
• Strong organizational and communication skills are essential.

Responsibilities

• Serve as the service line's billing liaison with internal accounting, coordinating billing entries, reconciliations, and reporting.
• Manage accounts receivable aging; follow up on outstanding balances and elevate collection issues as needed.
• Respond to client billing questions and process billing changes and adjustments.
• Send onboarding emails and communications for new clients.
• Process and send engagement letters for new clients.
• Process expense reports through Tallie for team leadership.
• Manage software administration for the team, including licensing, access, and renewals.
• Schedule and coordinate team events and client gifts.
• Serve as AP backup and Ramp expert, supporting client accounts payable needs.

Skills

Strong organizational skills

Excellent written and verbal communic

Confidentiality and discretion

Ability to manage multiple priorities

Education

High School diploma or equivalent

Tools

Microsoft Office Suite

Zoom

Teams

Ramp

Tallie

Job description

Cerity Partners is seeking a Client Service/Concierge to act as the billing liaison, onboarding coordinator, and admin backbone for the team in Louisville. You’ll manage end-to-end billing, engage with internal accounting on reconciliations, and support onboarding, sponsorships, and expense processing.

Ideal candidates have 2–4 years of admin, billing, or accounting support experience, with strong Microsoft Office skills and discretion handling confidential information.