Why Work at Mercer Advisors?
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
As a key member of the Operations Team, the Billing Specialist partners with advisors, internal teams, and external stakeholders to ensure accurate and timely billing for Mercer Advisors’ investment management clients. This role is responsible for maintaining billing integrity, updating billing instructions, processing fees, resolving discrepancies, and supporting efficient revenue recognition processes.
Key Responsibilities:
- Perform monthly billing audits, including fee calculations, account troubleshooting, and adjustment processing
- Review and maintain client accounts and household structures to ensure accurate fee schedule assignments
- Partner with advisors and internal stakeholders to update and maintain billing instructions, ensuring alignment with client agreements
- Reconcile direct debit results and ensure timely and accurate fee collection
- Respond to billing-related inquiries from advisors and Client Service teams in a timely and professional manner
- Partner with Trading and Client Service teams to ensure sufficient account liquidity for billing debits
- Proactively track, manage, and follow up on outstanding, failed, or rejected fee transactions
- Investigate root causes of failed collections and coordinate resolution
- Partner with advisors, Client Service, and Trading teams to facilitate collections, including funding accounts, re-processing fees, or updating client billing setups
- Maintain detailed records of collection efforts and outstanding balances; provide regular reporting on aged receivables and collection status
- Identify trends in collection issues and recommend process improvements to reduce failed or delayed billing
Knowledge, Skills & Abilities:
- Strong analytical and problem-solving skills with high attention to detail
- Understanding of portfolio accounting and client performance reporting concepts
- Proficiency in Microsoft Office, particularly Excel
- Experience working with integrated financial systems and billing platforms
- Experience with Orion strongly preferred
- Experience with Salesforce strongly preferred
- Highly organized with the ability to manage multiple priorities and deadlines
- Strong written and verbal communication skills
- Proven ability to collaborate effectively with advisors and cross-functional teams
Location: This is a remote position with a strong preference for candidates in the Mountain or Pacific Time Zones.
Working Hours: Monday through Friday, 8:00 AM to 5:00 PM
Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation. No heavy lifting over 10 lbs.
Application Deadline: The initial deadline for applications is 9/30/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email [email protected]. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
Skills Required
- Strong analytical and problem-solving skills with high attention to detail
- Understanding of portfolio accounting and client performance reporting concepts
- Proficiency in Microsoft Office, particularly Excel
- Experience working with integrated financial systems and billing platforms
- Experience with Orion
- Experience with Salesforce
- Ability to manage multiple priorities and deadlines
- Strong written and verbal communication skills
- Ability to collaborate effectively with advisors and cross-functional teams
Mercer Advisors Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mercer Advisors and has not been reviewed or approved by Mercer Advisors.
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Healthcare Strength — Core health coverage includes medical, prescription drug, dental, vision, life and disability insurance, plus an Employee Assistance Program and HSA options. Health insurance and HSA offerings are viewed favorably and are employer-verified as part of the package.
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Retirement Support — A 401(k) with Traditional and Roth options and a per-pay-period employer match is highlighted as part of the rewards package. Retirement benefits are generally regarded as solid, if not market-leading.
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Leave & Time Off Breadth — Paid time off and paid holidays are included, alongside service-anniversary awards. In some locations, an added Thanksgiving week break is referenced, indicating meaningful time-off practices in places.
Mercer Advisors Insights
What We Do
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context of their unique dreams and desires.
