Billing Associate

Farther•Dallas, TX

About The Position

Farther is a rapidly growing registered investment advisor (RIA) combining expert advisors with technology to provide tailored wealth management. The Billing Associate will support the billing team in developing and executing billing processes for advisory clients. This role is responsible for timely and accurate monthly and quarterly billing cycles and for continuously improving billing operations. The ideal candidate brings financial transaction knowledge and analytical ability, and supports advisors and internal stakeholders in delivering an exceptional billing experience.

Requirements

Bachelor's degree and at least 2 years of experience in financial services billing or a related role, or equivalent experience.
Strong analytical mindset, exceptional attention to detail, and problem-solving abilities.
Experience manipulating and analyzing large datasets using Excel or similar tools.
Ability to manage multiple priorities while maintaining accuracy and meeting deadlines.
Excellent written and verbal communication skills, including the ability to explain complex billing concepts clearly.
Self-starter mentality and a proven track record of process-improvement initiatives.
Proficiency in financial software systems and advanced Excel skills.
Ability to thrive in a fast-paced environment and adapt to changing priorities.
Strong teamwork, professional demeanor, and client-service orientation.

Nice To Haves

Experience with major custodians such as Charles Schwab, Fidelity, or Pershing.
Understanding of wealth management operations and client-service workflows.
Knowledge of financial industry compliance requirements and billing regulations.
Background in process automation and system optimization.
Previous experience in a high-growth fintech environment.

Responsibilities

Lead end-to-end billing cycles, including custodian uploads, fee analysis, and adjustment processing, with a high degree of accuracy.
Build and maintain relationships with advisors by providing proactive support and clear communication about billing matters.
Analyze complex billing scenarios and develop solutions for unique client situations.
Improve operational efficiency through process-improvement initiatives and automation recommendations.
Partner with custodial firms to resolve account-related challenges and support seamless billing operations.
Monitor billing accuracy and completeness, proactively identifying and addressing discrepancies.
Contribute to special projects that scale billing capabilities and enhance the client experience.
Maintain detailed documentation of billing procedures and best practices.