Billing Associate

Farther; Dallas (TX); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Job summary

Farther Finance, LLC is seeking a Billing Associate to own the end-to-end billing cycle for advisory clients. The role focuses on accurate custodian uploads, fee analyses, and adjustment processing, while collaborating with advisors and internal teams to deliver an exceptional billing experience.

The ideal candidate brings a bachelor’s degree and 2+ years in financial services billing, strong analytical skills, and advanced Excel capabilities.

Qualifications

• Bachelor'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.
• 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.

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.
• 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.

Skills

Analytical mindset

Attention to detail

Problem-solving

Excel proficient

Data analysis

Financial software

Education

Bachelor's degree

Equivalent experience

Tools

Excel

Financial software systems

Job 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

Are you able to commit to a hybrid in office schedule in Irving, TX?

As set forth in Farther’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.