Billing Associate

Farther•Dallas, TX

21h

About The Position

The billing team is responsible for developing and executing the billing process for all of the services we provide to our advisory clients. As a Billing Associate, you will ensure timely and accurate processing of monthly and quarterly billing cycles while driving continuous improvement of our billing operations. The ideal candidate combines a strong understanding of financial transactions, excellent analytical capabilities with the ability to support both advisors and internal stakeholders in delivering an exceptional billing experience.

Requirements

Bachelor's degree with 2+ years of experience in financial services billing or related role
Strong analytical mindset with exceptional attention to detail and problem-solving abilities
Experience manipulating and analyzing large datasets using Excel or similar tools
Demonstrated ability to manage multiple priorities while maintaining accuracy and meeting deadlines
Excellence in written and verbal communication, with ability to explain complex billing concepts clearly
Self-starter mentality with 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 team player with professional demeanor and client-service orientation

Nice To Haves

Experience with major custodians (Charles Schwab, Fidelity, 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 execution of billing cycles, including custodian uploads, fee analysis, and adjustment processing with highest accuracy standards
Build and maintain strong relationships with advisors, providing proactive support and clear communication on billing matters
Analyze complex billing scenarios and develop effective solutions for unique client situations
Drive operational efficiency through process improvement initiatives and automation recommendations
Partner with custodial firms to resolve account-related challenges and ensure seamless billing operations
Monitor billing accuracy and completeness, identifying and addressing discrepancies proactively
Contribute to special projects aimed at scaling our billing capabilities and enhancing client experience
Maintain detailed documentation of billing procedures and best practices