[Hiring] Client Services & Billing Specialist @WTW

Role Description

• Create and manage client project records across CRM, accounting, and planning systems.
• Prepare, adjust, and finalize invoices for timely delivery via email or client e‑billing platforms.
• Partner with Project Managers to support reporting and budget oversight.
• Maintain organized electronic records and supporting documentation.
• Ensure billing aligns with client contracts and secure approvals for adjustments.
• Troubleshoot billing challenges and collaborate with finance teams on complex matters.
• Liaise with collections and reconcile discrepancies across systems (Oracle, Dynamics, Mavenlink, etc.).
• Perform three‑way matching invoices, purchase orders, and expense documents.
• Contribute to ad hoc initiatives that strengthen operations.

This position reports to Client Services Team Lead.

This position is fully remote.

Company Description