Billing Operations Associate

Fisher Investments • Camas, WA

8d • $55,000 - $70,000 • Onsite

About The Position

The Billing Operations Associate works on the Billing Operations Team, which oversees accurate billing for clients across the companies and products the firm supports globally. The role supports internal clients including Client Service, Portfolio Management Group, Legal and Compliance, and Audit, and also works with domestic and international custodians. It offers exposure to how Corporate Finance helps service and protect clients and the firm. The Associate reports directly to a Team Leader, who supports training, development, and career progression.

This is an in-office role. Depending on role, tenure, and performance eligibility, the employee may have the opportunity to participate in the firm's hybrid work-from-home program, which is subject to change.

Requirements

• Bachelor's degree or an equivalent combination of education and experience.
• Proficiency in Microsoft Office, specifically Excel.
• Demonstrate personal ownership over career and daily work.
• Ability to manage complexity and coordinate across several departments under strict timelines.
• Ability to engage and connect with a wide array of audiences by phone and email.

Responsibilities

• Identify, create, and develop documentation for the group.
• Properly handle confidential documents.
• Coordinate and collect client fee payments by creating client invoices and submitting corresponding fees to custodian partners.
• Review and approve accounts to ensure client contract terms are honored.
• Process business requests to change client billing information.
• Work with various parts of the business to ensure proper setup and execution of management fee payments.
• Support potential process improvements and recommend solutions to help the firm scale for growth.

Benefits

• 100% paid medical, dental, and vision premiums for the employee and qualifying dependents.
• A 50% 401(k) match, up to the IRS maximum.
• 20 days of PTO, plus 10 paid holidays.
• Family Support programs, including 8-week Paid Primary Caregiver Leave, $10,000 fertility, family-forming, and hormonal health assistance, and backup child, adult, and elder care.
• Eligible for a discretionary bonus based on firm and individual performance.
• Learning and development framework customized for every employee.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level