Billing Associate

Company DescriptionFarther 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 standardsBuild and maintain strong relationships with advisors, providing proactive support and clear communication on billing mattersAnalyze complex billing scenarios and develop effective solutions for unique client situationsDrive operational efficiency through process improvement initiatives and automation recommendationsPartner with custodial firms to resolve account-related challenges and ensure seamless billing operationsMonitor billing accuracy and completeness, identifying and addressing discrepancies proactivelyContribute to special projects aimed at scaling our billing capabilities and enhancing client experienceMaintain detailed documentation of billing procedures and best practicesThe Ideal Match Bachelor's degree with 2+ years of experience in financial services billing or related role, or equivalent experienceStrong analytical mindset with exceptional attention to detail and problem-solving abilitiesExperience manipulating and analyzing large datasets using Excel or similar toolsDemonstrated ability to manage multiple priorities while maintaining accuracy and meeting deadlinesExcellence in written and verbal communication, with ability to explain complex billing concepts clearlySelf-starter mentality with proven track record of process improvement initiativesProficiency in financial software systems and advanced Excel skillsAbility to thrive in a fast-paced environment and adapt to changing prioritiesStrong team player with professional demeanor and client-service orientationBonus Points Experience with major custodians (Charles Schwab, Fidelity, Pershing)Understanding of wealth management operations and client service workflowsKnowledge of financial industry compliance requirements and billing regulationsBackground in process automation and system optimizationPrevious experience in a high-growth fintech environmentWhy Join UsCompetitive comp package that rewards impactWork alongside some of the brightest minds in fintechGround-floor opportunity at a fast-scaling startupChart your own growth path as we expandFull health benefits + 401(k) matching & Roth IRA optionsUnlimited PTO