High-Value Client AR & Billing Specialist

wsfsbank; Wilmington (DE); On-site; USD 48,000 - 80,000; Full time

Job summary

WSFS Bank is seeking a billing professional in Wilmington, DE to generate and review client invoices, validate billing data, and manage collections for high-net-worth clients. The role collaborates with operations, trust officers, relationship managers, and finance to ensure timely, accurate invoicing and dispute resolution.

Qualified candidates will have a Bachelor's degree and at least 3 years in AR/billing, with strong Excel skills and excellent communication.

Qualifications

• Bachelor's degree required; concentration in Finance, Accounting, Business Administration, or related discipline 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 preferred.
• Advanced proficiency in Microsoft 365 applications, particularly Excel, Word, and PowerPoint.
• Strong analytical, problem-solving, and account reconciliation skills.
• Excellent written and verbal communication with a customer-service mindset.

Responsibilities

• Generate, review, and distribute client invoices accurately and per contractual terms.
• Validate billing data, rates, fees, and docs prior to invoice issuance.
• Monitor billing schedules to ensure timely invoice preparation and delivery.
• Collaborate with operations, trust officers, relationship managers, and finance to resolve inquiries.
• Apply client payments accurately and timely.
• Reconcile accounts receivable transactions and investigate variances.
• Proactive collections outreach via phone, email, and written correspondence.
• Maintain positive client relationships and manage payment expectations.
• Escalate collection matters and recommend actions as needed.
• Document collection efforts and client communications in detail.
• Serve as a trusted billing and payment contact for high-net-worth clients.
• Resolve invoice disputes and payment discrepancies with urgency and professionalism.
• Exercise sound judgment, discretion, and empathy on sensitive matters.
• Coordinate across departments to facilitate information gathering and issue resolution.
• Build strong partnerships to ensure timely, accurate billing support.
• Navigate competing priorities to achieve business outcomes.
• Identify opportunities to improve billing, collection, and servicing processes.

Skills

Analytical skills

Communication skills

Problem solving

Education

Bachelor's degree in Finance/Accounting/Business Administration or related discipline

Tools

Excel

Word

PowerPoint

Job description

WSFS Bank is seeking a billing professional in Wilmington, DE to generate and review client invoices, validate billing data, and manage collections for high-net-worth clients. The role collaborates with operations, trust officers, relationship managers, and finance to ensure timely, accurate invoicing and dispute resolution.

Qualified candidates will have a Bachelor's degree and at least 3 years in AR/billing, with strong Excel skills and excellent communication.