Billing Associate
On-site · Dallas, Texas, United States
Job Summary
Billing Associate at Farther responsible for leading end-to-end billing cycles, including custodian uploads, fee analysis, and adjustment processing with high accuracy; build and maintain relationships with advisors to communicate billing matters; analyze complex billing scenarios and develop solutions for unique client situations; drive operational efficiency through process improvement and automation; partner with custodial firms to resolve account-related challenges and ensure seamless billing operations; monitor billing accuracy and address discrepancies; contribute to special projects to scale billing capabilities and enhance client experience; maintain detailed documentation of billing procedures and best practices; requires a Bachelor's degree with 2+ years in financial services billing or related role, strong analytical skills, proficiency with Excel and financial software, and a client-service orientation.
Required Qualifications
- Bachelor's degree with 2+ years of experience in financial services billing or related role
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.