Senior Client Bill Pay Associate

Senior Client Bill Pay Associate

The Atlanta office is looking for a Senior Client Bill Pay Associate to join our growing family office team which provides daily accounting, financial operations and other family offices services for a diverse group of clients.

As a member of the client service team, the Client Bill Pay Associate will be responsible for the accurate processing of annual, quarterly, monthly, semi-monthly, weekly, semi-weekly and / or daily expenses, bills, and invoices for multiple, complex high net worth clients in a secure bill pay software system. This individual will work to identify and resolve billing related issues and answer payment-related questions.

Company Description : Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20+ office locations and more than $100 billion in Assets Under Advisement and Administration. The number of Pathstone team members has more than doubled in the past five years.

As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our team members. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members and their families. Pathstone's generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.

Job Responsibilities :

• Lead high-volume, multi-client AP pipelines, processing ACH, domestic / international wires, checks, and online payments.
• Proactively engage with the client's team to identify solutions for billing challenges and ensure positive financial outcomes.
• Maintain clean, fully documented, audit-ready client accounts with consistent, accurate notes in bill pay systems.
• Create and manage recurring payments; maintain accurate payment calendars.
• Verify and update vendor records securely, including ACH / wire instructions.
• Ensure compliance with tax documentation (W-9, W-8BEN, 1099) and internal controls.
• Leverage Excel (VLOOKUP, pivot tables) and Microsoft 365 apps for analysis, reporting, and process improvement.
• Mentor junior staff and contribute to training and process optimization.
• Support payroll processing and perform related administrative tasks as required.
• Maintain a holistic view of client accounts, including funding availability and payment prioritization.
• Assist with client onboardings by setting up and reviewing bill pay processes to ensure a seamless handoff.
• Partner with the onboarding team to ensure new client bill pay services are fully and accurately transitioned.

Requirements :

Visa Sponsorship : Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Pathstone is proud to be an equal opportunity employer.