Client Services & Billing Specialist
About this role
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.
Company at a glance
At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.
Team Size10,001+ employees
WorkspaceRemote solely
IndustryFinancial Services
Location
Boston, Massachusetts, United States
Top Benefits
- Mental health support
- Medical insurance
- Prescription drug coverage
- Fertility benefits
- Dental insurance
- Vision insurance
- Health savings account
- Commuter accounts
- Flexible spending accounts
- Life insurance
- Accidental death and dismemberment insurance
- Group accident insurance
- Group critical illness insurance
- Group legal insurance
- Identity theft protection
- Wellbeing program
- Adoption assistance
- Surrogacy assistance
- Auto and home insurance
- Pet insurance
- Paid holidays
- Paid time off
- Short-term disability
- Long-term disability
- Bereavement leave
- Parental leave
- Pension plan
- 401(k) plan
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