Billing Associate

u003ch3u003eThe Roleu0026nbsp;u003c/h3u003enu003cpu003eThe 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. u0026nbsp; 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.u003c/pu003enu003ch3u003eYour Impactu0026nbsp;u003c/h3u003enu003culu003enu003cliu003eLead end-to-end execution of billing cycles, including custodian uploads, fee analysis, and adjustment processing with highest accuracy standardsu003c/liu003enu003cliu003eBuild and maintain strong relationships with advisors, providing proactive support and clear communication on billing mattersu003c/liu003enu003cliu003eAnalyze complex billing scenarios and develop effective solutions for unique client situationsu003c/liu003enu003cliu003eDrive operational efficiency through process improvement initiatives and automation recommendationsu003c/liu003enu003cliu003ePartner with custodial firms to resolve account-related challenges and ensure seamless billing operationsu003c/liu003enu003cliu003eMonitor billing accuracy and completeness, identifying and addressing discrepancies proactivelyu003c/liu003enu003cliu003eContribute to special projects aimed at scaling our billing capabilities and enhancing client experienceu003c/liu003enu003cliu003eMaintain detailed documentation of billing procedures and best practicesu003c/liu003enu003c/ulu003enu003ch3u003eThe Ideal Matchu0026nbsp;u003c/h3u003enu003culu003enu003cliu003eBachelor's degree with 2+ years of experience in financial services billing or related roleu003c/liu003enu003cliu003eStrong analytical mindset with exceptional attention to detail and problem-solving abilitiesu003c/liu003enu003cliu003eExperience manipulating and analyzing large datasets using Excel or similar toolsu003c/liu003enu003cliu003eDemonstrated ability to manage multiple priorities while maintaining accuracy and meeting deadlinesu003c/liu003enu003cliu003eExcellence in written and verbal communication, with ability to explain complex billing concepts clearlyu003c/liu003enu003cliu003eSelf-starter mentality with proven track record of process improvement initiativesu003c/liu003enu003cliu003eProficiency in financial software systems and advanced Excel skillsu003c/liu003enu003cliu003eAbility to thrive in a fast-paced environment and adapt to changing prioritiesu003c/liu003enu003cliu003eStrong team player with professional demeanor and client-service orientationu003c/liu003enu003c/ulu003enu003ch3u003eBonus Pointsu0026nbsp;u003c/h3u003enu003culu003enu003cliu003eExperience with major custodians (Charles Schwab, Fidelity, Pershing)u003c/liu003enu003cliu003eUnderstanding of wealth management operations and client service workflowsu003c/liu003enu003cliu003eKnowledge of financial industry compliance requirements and billing regulationsu003c/liu003enu003cliu003eBackground in process automation and system optimizationu003c/liu003enu003cliu003ePrevious experience in a high-growth fintech environmentu003c/liu003enu003c/ulu003enu003ch3u003eWhy Join Usu003c/h3u003enu003culu003enu003cliu003eCompetitive comp package that rewards impactu003c/liu003enu003cliu003eWork alongside some of the brightest minds in fintechu003c/liu003enu003cliu003eGround-floor opportunity at a fast-scaling startupu003c/liu003enu003cliu003eChart your own growth path as we expandu003c/liu003enu003cliu003eFull health benefits + 401(k) matching u0026amp; Roth IRA optionsu003c/liu003enu003cliu003eUnlimited PTOu003c/liu003enu003c/ulu003e