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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.
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Wealth management firm delivering a family-office-style approach — investment management, financial planning, tax, estate, and insurance — to high-net-worth families since 1985.
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