Billing Operations Associate

Fisher Investments • Camas, WA

6d • Onsite

About The Position

The Billing Operations Associate is part of the Billing Operations Team, which oversees accurate client billing across the companies supported globally and the products offered. The role supports internal clients including Client Service, Portfolio Management Group, Legal and Compliance, and Audit, and works with domestic and international custodians. It offers exposure to how Corporate Finance supports and protects 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 a hybrid work-from-home program, which is subject to change. The stated base salary range in Washington is $55,000–$70,000 per year; new hires should expect to start at the lower end depending on experience. The position is eligible for a discretionary bonus based on firm and individual performance.

Requirements

• Bachelor's degree or an equivalent combination of education and experience.
• Proficiency in Microsoft Office, specifically Excel.
• Demonstrated 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 different parts of the business to ensure proper setup and execution of management fee payments.
• Assist with 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.
• Potential opportunity to participate in a hybrid work-from-home program, subject to role, tenure, performance eligibility, and change.

What This Job Offers

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