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# Bill Pay & Concierge Specialist

- **Company:** Cerity Partners
- **Location:** New York, NY, United States (Remote available)
- **Experience:** Expert
- **Salary:** $60,000.0 - $70,000.0
- **Contract:** Permanent contract
- **Skills:** Microsoft Excel, Payment Systems, Microsoft Office, QuickBooks (Software)
- **Published:** November 1, 2026
- **Apply:** https://startup.jobs/bill-pay-concierge-specialist-cerity-partners-management-l-2-10638757

## About the Role

* 5+ years of experience in bill pay, accounts payable/receivable, banking, or 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, and a curiosity to continue learning and exploring how to leverage them

 * Ability to adapt and learn new systems and tools quickly

Skills and Competencies:

 * Meticulous attention to detail and commitment to accuracy

 * Client-first mindset with excellent verbal and written communication

 * Strong organizational and time-management skills

 * Comfortable handling sensitive information with professionalism and discretion

 * Proactive, resourceful, and independently motivated

## Description

The Cerity Partners Family Office is seeking a client-focused and detail-oriented Bill Pay & Concierge Specialist to join our Bill Pay Team. In this role, you will manage the end-to-end bill payment process, organize ongoing projects, and coordinate high-touch concierge requests for UHNW individuals and families. The ideal candidate thrives in a fast-paced environment, has exceptional organizational skills, and brings a solutions-oriented, client-centric mindset to all aspects of their work.

Primary Responsibilities

 * Bill Pay & Expense Management:

 * Manage the full lifecycle of bill payments, including intake, processing, approvals, and reconciliation

 * Diligently organize and monitor all open invoices, outstanding balances, and recurring bills, ensuring all obligations and deadlines are met

 * Client & Concierge Support:

 * Serve as a primary point of contact for clients, vendors, and third parties on a wide range of bill pay and administrative matters

 * Coordinate personal and concierge tasks such as renovation tracking, household employee support, and ad hoc requests

 * Provide exceptional client experiences, responding promptly and professionally to all client requests with a high level of discretion and care

 * Process & Technology:

 * Collaborate with advisors, client teams, and internal specialists across cross-functional initiatives

 * Leverage proprietary tools and resources to ensure timely and accurate completion of all deliverables

 * Support the implementation of new technologies, tools, and process improvements to enhance team efficiency