Billing Coordinator

Job Description

Seeking a motivated and knowledgeable Billing Coordinator to join a prominent Financial Services organization. The ideal candidate will focus on processing and data entry of client bill payments while ensuring accuracy and adherence to policies and procedures.

Primary Responsibilities:

• Process a high volume of client bills and expenses in accordance with firm policies.
• Provide superior client service, resolving inquiries and discrepancies proactively.
• Administer the client enrollment process, including documentation and form processing.
• Identify and mitigate client issues with a proactive and solutions-oriented approach.
• Support internal colleagues in the administration of the bill payment service.
• Build strong partnerships with Client Advisors and business partners.
• Generate vendor payment reports and other client reports as needed.
• Assist with special projects as assigned.

Qualifications:

• Strong data entry skills with an ability to manage multiple tasks in a fast-paced environment.
• Bachelor’s degree required.
• Exceptional attention to detail with a sense of urgency and follow-through.
• Ability to handle confidential information with tact and discretion.
• Experience working in a collaborative, team-oriented environment.
• Proficiency in Microsoft Word and Excel.
• Willingness to work overtime as needed.