Billing Specialist

Company: eMoney Advisor
Location: Stamford
Posted on: November 19, 2023

Job Description:

Description
The Billing Specialist is responsible for collection of annual and/or monthly credit card charges, and maintaining customer, payment and credit card information. Interacts with customers via phone and email. Performs clerical duties as needed.
Job Description
* Maintain records of customers, payments and credit card information
* Interact with customers via email and/or telephone regarding billing and credit card issues
* Invoice contract fees to customers
* Electronically charge contract fees to customer's credit cards
* Process account cancellations
* Follow up with customers by email and/or telephone to collect declined credit card charges
* Assist other departments with other duties as assigned
Requirements
* 1-2 years of relevant experience required
Skills
* Customer Service and Billing Knowledge
* Proficient in Microsoft Windows, Word, Excel, Outlook, Internet Explorer
* Knowledgeable in use of office machines (copier, fax, scanner, shredder)
* Knowledgeable in Great Plains accounting software
The salary range for this position is $40,000 - $55,000; commensurate salary to be determined based on skills, professional background and expertise. This position is also eligible, pursuant to applicable eMoney policies, for the annual bonus program, retirement contributions, health insurance, sick leave, parental leave and paid time off.



At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it's the only wealth management system that offers transparency, security, mobile access, and superior organization. Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve more than 100,000 financial professionals and support over 5 million end clients.

At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results.

eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

Keywords: eMoney Advisor, Stamford , Billing Specialist, Accounting, Auditing , Stamford, Connecticut