Bill Pay & Concierge Specialist

Overview

This role supports UHNW individuals and families by managing bill payments end-to-end and coordinating high-touch concierge requests. The Bill Pay & Concierge Specialist will thrive in a fast-paced environment, with strong organization skills and a solutions-oriented, client-centric approach.

Responsibilities

Bill Pay & Expense Management

• Manage the full lifecycle of bill payments, including intake, processing, approvals, and reconciliation
• Organize and monitor open invoices, outstanding balances, and recurring bills to ensure obligations and deadlines are met

Client & Concierge Support

• Serve as a primary point of contact for clients, vendors, and third parties for bill pay and administrative matters
• Coordinate personal and concierge tasks, including renovation tracking, household employee support, and ad hoc requests
• Deliver exceptional client experiences by responding promptly and professionally to requests with discretion and care

Process & Technology

• Collaborate with advisors, client teams, and internal specialists across cross-functional initiatives
• Use proprietary tools and resources to ensure timely and accurate completion of deliverables
• Support implementation of new technologies, tools, and process improvements to increase team efficiency

Requirements

• 5+ years of experience in bill pay, accounts payable/receivable, banking, or a related finance role
• Experience working directly with clients or vendors in a service-oriented capacity preferred
• Bachelor’s degree or equivalent professional experience
• Strong working knowledge of bill payment systems (Bill.com preferred)
• Demonstrated proficiency with Microsoft Office, particularly Excel
• QuickBooks experience a plus
• Experience using AI tools to streamline everyday work; curiosity and interest in continuing to learn and explore how to leverage them
• Ability to adapt and learn new systems and tools quickly

Skills & Competencies

• Meticulous attention to detail and commitment to accuracy
• Client-first mindset with excellent verbal and written communication
• Strong organizational and time-management skills
• Ability to handle sensitive information professionally and with discretion
• Proactive, resourceful, and independently motivated

Compensation & Benefits

• Compensation range: $60,000 - $70,000
• Health, dental, and vision insurance – day 1
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Location

• Applicants must be authorized to work for any employer in the U.S.

Equal Opportunity

Equal Opportunity Employer committed to providing an inclusive and diverse workforce. Accommodations are available for applicants with disabilities or special needs.