Position Summary
The Cerity Partners Family Office is seeking a client-focused and detail-oriented Bill Pay & Concierge Specialist to join our Bill Pay Team. In this role, you will manage the end-to-end bill payment process, organize ongoing projects, and coordinate high-touch concierge requests for UHNW individuals and families. The ideal candidate thrives in a fast-paced environment, has exceptional organizational skills, and brings a solutions-oriented, client-centric mindset to all aspects of their work.
This role is available in 52 locations across the United States - click apply to see them all.
Primary Responsibilities
Bill Pay & Expense Management:
- Manage the full lifecycle of bill payments, including intake, processing, approvals, and reconciliation
- Diligently organize and monitor all open invoices, outstanding balances, and recurring bills, ensuring all obligations and deadlines are met
Client & Concierge Support:
- Serve as a primary point of contact for clients, vendors, and third parties on a wide range of bill pay and administrative matters
- Coordinate personal and concierge tasks such as renovation tracking, household employee support, and ad hoc requests
- Provide exceptional client experiences, responding promptly and professionally to all client requests with a high level of discretion and care
Process & Technology:
- Collaborate with advisors, client teams, and internal specialists across cross-functional initiatives
- Leverage proprietary tools and resources to ensure timely and accurate completion of all deliverables
- Support the implementation of new technologies, tools, and process improvements to enhance team efficiency
Required Qualifications
Skills & Attributes:
- Meticulous attention to detail and commitment to accuracy
- Client-first mindset with excellent verbal and written communication
- Strong organizational and time-management skills
- Comfortable handling sensitive information with professionalism and discretion
- Proactive, resourceful, and independently motivated
Technical Proficiency:
- Experience with bill payment systems, Bill.com preferred
- Strong working knowledge of Microsoft Office, particularly Excel
- Experience with QuickBooks a plus
- Ability to adapt and learn new systems and tools quickly
Experience & Education:
- 5+ years of experience in bill pay, accounts payable/receivable, banking, or related finance role
- Experience working directly with clients or vendors in a service-oriented capacity preferred
- Bachelor’s degree or equivalent professional experience
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.