Billing Associate

The Role

The 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.   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.

Your Impact

• Lead end-to-end execution of billing cycles, including custodian uploads, fee analysis, and adjustment processing with highest accuracy standards
• Build and maintain strong relationships with advisors, providing proactive support and clear communication 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 and ensure seamless billing operations
• Monitor billing accuracy and completeness, identifying and addressing discrepancies proactively
• Contribute to special projects aimed at scaling our billing capabilities and enhancing client experience
• Maintain detailed documentation of billing procedures and best practices

The Ideal Match

• 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 Points

• 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

Why Join Us

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO