Client Services & Billing Specialist

Client Services & Billing Specialist

• 202605306

• Boston, Massachusetts, United States

• Full time

Description

The Role

• Project Setup: Create and manage client project records across CRM, accounting, and planning systems.
• Billing & Invoicing: Prepare, adjust, and finalize invoices for timely delivery via email or client e‑billing platforms.
• Financial Coordination: Partner with Project Managers to support reporting and budget oversight.
• Record Management: Maintain organized electronic records and supporting documentation.
• Compliance: Ensure billing aligns with client contracts and secure approvals for adjustments.
• Issue Resolution: Troubleshoot billing challenges and collaborate with finance teams on complex matters.
• Accounts Receivable Support: Liaise with collections and reconcile discrepancies across systems (Oracle, Dynamics, Mavenlink, etc.).
• Vendor Invoice Processing: Perform three‑way matching invoices, purchase orders, and expense documents.
• Special Projects: Contribute to ad hoc initiatives that strengthen operations.
• This position reports to Client Services Team Lead.
• This position is fully remote. 

Qualifications

The Requirements

• 2–3 years of billing experience (time & materials, fixed pricing, e‑billing) in professional services preferred. 
• Hands-on experience with MS Office and Oracle (or similar billing system) desired.
• Knowledge of Oracle, Ariba, Cupa and Microsoft Office is a plus.
• Numerical skills and attention to detail. 
• Availability to work standard East Coast business hours, with occasional overtime.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

Compensation and Benefits 

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

Compensation 

The base salary compensation range being offered for this role is $65,000.00-$70,000.00 USD annually. 

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources. 
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
• Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

EOE, including disability/vets