Financial Services Coordinator

7 days ago


Boston, Massachusetts, United States Beacon Hill Full time

Beacon Hill is seeking a skilled Billing Specialist to support their financial services team. The ideal candidate will have experience in financial services and be familiar with different fund classes. Key responsibilities include:

* Preparing invoices for approximately 1,000 clients
* Responding to billing inquiries in a timely and accurate manner
* Managing customer accounts, including collections, write-offs, and unbilled balances
* Developing an understanding of the business, client base, fee structure, and deliverables that impact billing, cash receipts, revenue, and financial reporting

Requirements:

* Bachelor's degree preferred
* Strong Excel skills working with large amounts of data
* Ability to work in a hybrid schedule

If you have a strong background in financial services and are looking for a challenging role, please apply.



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