What are the responsibilities and job description for the Billing Associate position at Harrison Gray Search & Consulting?
Job Description
Job Description
Harrison Gray Search has partnered with a rapidly growing RIA as they add a Billing Associate to their growing Finance Team in Dallas, TX.
The Billing Team is responsible for designing and executing the billing process for all services provided to all advisory clients. As a Billing Associate, you will play a key role in ensuring the timely and accurate completion of monthly and quarterly billing cycles while driving ongoing improvements in our billing operations.
The ideal candidate possesses a strong understanding of financial transactions, exceptional analytical skills, and the ability to support both advisors and internal stakeholders in delivering a seamless billing experience.
Your Contribution
- Oversee end-to-end billing processes, including custodian uploads, fee analysis, and adjustments, ensuring the highest level of accuracy.
- Develop and maintain strong relationships with financial advisors, offering proactive support and clear communication on billing-related matters.
- Assess complex billing scenarios and implement effective solutions tailored to unique client situations.
- Enhance operational efficiency by identifying process improvements and recommending automation strategies.
- Collaborate with custodial firms to resolve account-related issues and maintain smooth billing operations.
- Monitor billing accuracy and completeness, proactively identifying and addressing discrepancies.
- Contribute to special projects focused on scaling billing capabilities and improving client experience.
- Maintain comprehensive documentation of billing procedures and best practices.
What you Bring
How You'll Stand Out
Why You Should Join Our Client
