Billing Operations Specialist (Hybrid Role)

Fisher Investments; Camas (WA); Presencial; USD 55.000 - 70.000; Tempo integral

Benefícios oferecidos por esta vaga

100% paid medical, dental and vision,

50% 401(k) match

20 days PTO

10 paid holidays

Family Support programs

Hybrid work from home program

Resumo da vaga

Fisher Investments is seeking a Billing Operations Associate to support client invoicing, payments, and contract terms within our Revenue Operations group. Based in Washington state, you will collaborate with Client Service, PMG, LCD, and Audit to ensure accurate billing and compliant processes.

The role emphasizes documentation, confidential handling, and process improvements to scale the business. Hybrid options may apply after training, with a strong focus on ownership and cross‑functional

Qualificações

• Bachelor's degree or equivalent combination of education and experience.
• Proficient in Microsoft Office (Excel).
• Demonstrate personal ownership over your career and daily work.
• Manage complexity and coordinate across several departments under strict timelines.
• You are engaging and can connect with a wide array of audiences by phone and email.

Responsabilidades

• Identify, create, and develop documentation for group.
• Responsible for properly handling confidential documents.
• Oversee the coordination and collection of client fee payments by creating client invoices and corresponding fee submission to custodian partners.
• Perform review and approval of accounts to ensure terms of client contracts are honored.
• Process business requests to change client's billing information.
• Work closely with various parts of the business to ensure proper setup and execution of management fee payments.
• Help with potential process improvements and recommend solutions to help the firm scale for growth.

Conhecimentos

Excel

Communication

Ownership

Formação

Bachelor's degree or equivalent

Ferramentas

Microsoft Office

Descrição da vaga

Fisher Investments is seeking a Billing Operations Associate to support client invoicing, payments, and contract terms within our Revenue Operations group. Based in Washington state, you will collaborate with Client Service, PMG, LCD, and Audit to ensure accurate billing and compliant processes.

The role emphasizes documentation, confidential handling, and process improvements to scale the business. Hybrid options may apply after training, with a strong focus on ownership and cross‑functional