SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
Farther Finance is a rapidly growing Registered Investment Advisor (RIA) combining expert advisors with cutting-edge technology to deliver comprehensive wealth management. The company was founded by leaders and innovators from the private wealth industry with expertise in traditional wealth management, fintech, and technology production, backed by top-tier venture capital and fintech investors.
As a Billing Associate, you will own end-to-end execution of monthly and quarterly billing cycles for advisory clients. Your responsibilities include processing custodian uploads, conducting fee analysis, handling adjustment processing, and maintaining the highest accuracy standards. You will build strong relationships with advisors and internal stakeholders, providing proactive support and clear communication on billing matters.
Key responsibilities include:
- Lead end-to-end execution of billing cycles with custodian uploads, fee analysis, and adjustment processing
- Build and maintain relationships with advisors, providing proactive support on billing matters
- Analyze complex billing scenarios and develop solutions for unique client situations
- Drive operational efficiency through process improvement initiatives and automation recommendations
- Partner with custodial firms to resolve account-related challenges
- Monitor billing accuracy and completeness, identifying and addressing discrepancies proactively
- Contribute to special projects aimed at scaling billing capabilities and enhancing client experience
- Maintain detailed documentation of billing procedures and best practices
The role offers ground-floor opportunity at a fast-scaling fintech startup with the chance to chart your own growth path as the company expands. You'll work alongside bright minds in fintech in a collaborative, entrepreneurial environment.
REQUIREMENTS:
- 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, with ability to explain complex billing concepts clearly
- 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
BONUS QUALIFICATIONS:
- 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
