Farther · 6 hours ago
Billing Associate
United States
Full-time
Remote
Entry Level
2+ years expFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive wealth management experience. The Billing Associate will be responsible for ensuring timely and accurate processing of billing cycles while driving continuous improvement in billing operations.
ConsultingFinanceFinancial ServicesFinTechWealth Management
Responsibilities
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
Qualification
Required
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, 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
Preferred
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
Full health benefits
401(k) matching & Roth IRA options
Unlimited PTO
Company
Farther
Farther is a wealth management firm that combines expert financial advisors with technology to financial planning.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$118MKey Investors
Lightspeed Venture PartnersBessemer Venture Partners
2024-10-10Series C· $72M
2023-09-27Series B· $31M
2022-05-01Series A· $15M
Leadership Team
Christopher Powers
Chief Compliance Officer and Strategic Advisor
Taylor Matthews
Founder
Recent News
2025-11-19
2025-11-19
2025-08-13
Company data provided by crunchbase