Billing Associate

Farther Finance, LLC; Dallas (TX); Sur place; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Résumé du poste

Farther is a rapidly growing RIA delivering tailored wealth management through expert advisors and cutting-edge technology. The Billing Associate will manage monthly and quarterly billing cycles with accuracy, supporting advisors and internal teams.

The role emphasizes strong analytical skills, data handling, and a proactive approach to optimization. You will collaborate with custodians, maintain billing documentation, and contribute to special projects that scale our billing capabilities while

Qualifications

• Bachelor's degree and 2+ years in financial services billing or related role
• Strong analytical skills and attention to detail
• Proficient with Excel and data analysis tools
• Ability to manage multiple priorities and meet deadlines
• Excellent written and verbal communication

Responsabilités

• Lead end-to-end execution of billing cycles with high accuracy
• Build and maintain relationships with advisors and stakeholders
• Analyze complex billing scenarios and develop solutions
• Drive efficiency through process improvements and automation
• Collaborate with custodial firms to resolve issues
• Monitor billing accuracy and address discrepancies
• Document billing procedures and best practices

Connaissances

Analytical skills

Attention to detail

Financial services billing

Excel

Communication

Project management

Team player

Formation

Bachelor's degree in Finance/Accounting or related

Outils

ERP/Finance software

Advanced Excel

Description du poste

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

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