Financial Services, Fintech, Wealth Management

Billing Associate

Dallas, TXHybridFull TimePosted 14 days agoVisa sponsorship available

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Required skills

billing cycles
fee analysis
adjustment processing
financial transactions
analytical capabilities
large datasets
Excel
multiple priorities
deadlines
financial software systems

Nice to have

Charles Schwab
Fidelity
Pershing
wealth management operations
client service workflows
financial industry compliance

Role summary

The Billing Associate will be responsible for the accurate and timely processing of monthly and quarterly billing cycles for advisory clients. This role involves leading end-to-end billing execution, analyzing complex scenarios, driving process improvements, and collaborating with internal stakeholders and external custodial firms. The ideal candidate possesses a strong understanding of financial transactions, excellent analytical and problem-solving skills, proficiency in Excel and financial software, and a client-service orientation. Experience in financial services billing, wealth management operations, and familiarity with major custodians are preferred.

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

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

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

The Ideal Match

Bachelor's degree with 2+ years of experience in financial services billing or related role, or equivalent experience

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

Bonus Points

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

Why Join Us

Competitive comp 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

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