Accounts Receivable Specialist

Job Description

At WSFS Bank we empower our Associates to grow their careers guide our customers to secure their financial futures and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture competitive salaries advancement opportunities and more. We are the regions locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates who make a difference every day for the people businesses and Communities we serve. We Stand For Service is more than part of our name its our mission and our purpose.

The Accounts Receivable Specialist is responsible for ensuring accurate and timely billing collection reconciliation and servicing of Client accounts while delivering an exceptional Client experience. This role partners closely with internal business leaders operational teams and finance stakeholders to resolve billing matters facilitate efficient payment processing and maintain the integrity of accounts receivable records. Given the nature of our client base including high net worth (HNW) and ultra-high net worth (UHNW) individuals the successful candidate will demonstrate exceptional professionalism discretion responsiveness and attention to detail.

Job Responsibilities:

• Generate review and distribute Client invoices accurately and in accordance with contractual terms and service agreements.
• Validate billing data rates fees and supporting documentation prior to invoice issuance.
• Monitor billing schedules to ensure invoices are prepared and delivered in a timely manner.
• Partner with operations trust officers relationship managers and finance teams to resolve billing inquiries and discrepancies.
• Apply Client payments accurately and timely.
• Reconcile accounts receivable transactions and investigate account variances.
• Conduct proactive collections outreach through phone email and written correspondence while maintaining a professional and Client-centric approach.
• Build and maintain positive relationships with Clients while appropriately managing payment expectations and delinquent balances.
• Escalate collection matters as necessary and recommend appropriate courses of action.
• Maintain detailed documentation of collection efforts account activity and Client communications.
• Serve as a trusted point of contact for billing and payment-related inquiries delivering a high-touch service experience reflective of the expectations of high net worth and ultra-high net worth Clients.
• Research and resolve invoice disputes payment discrepancies and Client concerns with urgency professionalism and attention to detail.
• Demonstrate sound judgment discretion and empathy when addressing sensitive Client matters.
• Act as a liaison across departments to facilitate communication information gathering and issue resolution.
• Develop strong working relationships with business partners across the organization to ensure timely and accurate billing support.
• Effectively navigate competing priorities and varying stakeholder perspectives to achieve desired business outcomes.
• Identify opportunities to improve billing collection and account servicing processes while enhancing the overall Client experience.
• Ensure compliance with company policies accounting standards regulatory requirements and internal controls.

Minimum Qualifications:

• Bachelors degree preferred; concentration in Finance Accounting Business Administration or a related discipline strongly preferred.
• Minimum 3 years of experience in accounts receivable billing invoicing collections or a related financial operations function.
• Experience supporting high net worth or ultra-high net worth Clients financial services clients or other service-oriented environments is preferred.
• Advanced proficiency in Microsoft 365 applications particularly Excel Word and PowerPoint.
• Strong analytical problem-solving and account reconciliation skills.
• Demonstrated ability to build credibility and work effectively with cross-functional stakeholders to obtain information resolve issues and drive results.
• Exceptional written and verbal communication skills with a strong customer service mindset.
• Proven ability to manage multiple priorities meet deadlines and maintain accuracy in a fast-paced environment.
• Self-motivated resourceful and capable of working independently while maintaining a high standard of quality and professionalism.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Salary Range:

Individual base pay may vary on additional factors such as the candidates experience job-related skills relevant education geographic location and other specific business and organizational needs.

In addition to base salary WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package which includes medical dental and vision coverage; a 401(k) plan; life accident and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave military leave vacation and other paid time off sick leave in accordance with applicable state laws and paid holidays. Benefit offerings are subject to eligibility requirements legal limitations and may vary based on an Associates location and employment status. For more information about Associate benefits please visit Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation including technical assistance with the WSFS Bank Careers website or submission process please contact us via email at

WSFS is an equal opportunity employer. We do not discriminate based upon race religion color national origin gender (including pregnancy childbirth or related medical conditions) sexual orientation gender identity gender expression age status as a protected veteran status as an individual with a disability or other applicable legally protected characteristics.