What are the responsibilities and job description for the Billing Associate position at Farther?
Job Description
Job Description
Company 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
Bonus Points
Why Join Us
