Billing Specialist – Wealth Tech, Hybrid (Irving)

Farther Finance, LLC; 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 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.