Billing Associate
FartherDallas, TX, US16 hours ago
Job type
- Full-time
Job descriptionBachelor'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 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 Competitive compensation package that rewards impact Work alongside some of the brightest minds in fintech Ground-floor opportunity at a fast-scaling startup Chart your own growth path as we expand Full health benefits + 401(k) matching & Roth IRA options Unlimited PTO
Billing Associate
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.
Your impact includes :
- Leading end-to-end execution of billing cycles, including custodian uploads, fee analysis, and adjustment processing with highest accuracy standards
- Building and maintaining strong relationships with advisors, providing proactive support and clear communication on billing matters
- Analyzing complex billing scenarios and developing effective solutions for unique client situations
- Driving operational efficiency through process improvement initiatives and automation recommendations
- Partnering with custodial firms to resolve account-related challenges and ensure seamless billing operations
- Monitoring billing accuracy and completeness, identifying and addressing discrepancies proactively
- Contributing to special projects aimed at scaling our billing capabilities and enhancing client experience
- Maintaining detailed documentation of billing procedures and best practices
The ideal match includes :
Bonus points include :
Why join us includes :
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Billing Associate • Dallas, TX, US