Billing Associate responsible for executing monthly/quarterly billing cycles, fee analysis, and process improvements in a fintech RIA environment. Requires 2+ years in financial services billing and strong Excel skills.
Salary not listed
Hybrid2+ YOEFinance & Accounting
About the role
Responsibilities
Lead end-to-end execution of billing cycles, including custodian uploads, fee analysis, and adjustment processing
Build and maintain strong relationships with advisors, providing proactive support 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
Monitor billing accuracy and completeness, identifying and addressing discrepancies proactively
Contribute to special projects aimed at scaling billing capabilities
Maintain detailed documentation of billing procedures and best practices
Requirements
Bachelor's degree with 2+ years of experience in financial services billing or related role
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
Nice-to-Haves
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
Full health benefits + 401(k) matching & Roth IRA options
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