Billing Associate

The role

The Billing Associate will lead end-to-end execution of billing cycles and drive continuous improvement of billing operations. This role involves managing custodian uploads, fee analysis, and supporting advisors and internal stakeholders.

What you will do

• Lead end-to-end execution of billing cycles
• Perform custodian uploads, fee analysis, and adjustment processing
• Build and maintain strong relationships with advisors
• Analyze complex billing scenarios and develop solutions
• Drive operational efficiency through process improvement and automation recommendations
• Partner with custodial firms to resolve account-related challenges
• Monitor billing accuracy and completeness
• Contribute to special projects to scale billing capabilities
• Maintain detailed documentation of billing procedures and best practices

Required qualifications

• 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
• 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

Nice to have

• 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

Benefits

• Competitive comp package that rewards impact
• Full health benefits
• 401(k) matching
• Roth IRA options
• Unlimited PTO

About the company

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology. The company is backed by top-tier venture capital firms, fintech investors, and industry leaders.