Farther Finance
Billing Associate
Hybrid - Dallas, TX
Sponsorship not specifiedDetected 55 days ago
ExcelProcess ImprovementCommunicationProblem Solving
About the role
- 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.
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
- Maintain detailed documentation of billing procedures and best practices
- Demonstrated ability to manage multiple priorities while maintaining accuracy and meeting deadlines
- Chart your own growth path as we expand
Requirements
- Bachelor's degree with 2+ years of experience in financial services billing or related role
- Proficiency in financial software systems and advanced Excel skills
- Experience with major custodians (Charles Schwab, Fidelity, Pershing)
Benefits
- Full health benefits + 401(k) matching & Roth IRA options
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This listing is sourced directly from Farther Finance's careers page and normalized into a canonical job model.