Join Farther as a Billing Associate to lead billing cycles and enhance client experience in a fast-growing fintech environment.
Posted by employer 2 days ago
First seen on Joblaze 1 day ago
Last verified on the company career page 1 day ago
What you'll build
- Lead end-to-end execution of billing cycles
- Build and maintain strong relationships with advisors
- Analyze complex billing scenarios
- Drive operational efficiency through process improvement
- Maintain detailed documentation of billing procedures
Must have
- Bachelor's degree
- 2+ years of experience in financial services billing
- Strong analytical mindset
- Experience manipulating and analyzing large datasets using Excel
- Excellence in written and verbal communication
Nice to have
- Experience with major custodians
- Understanding of wealth management operations
- Knowledge of financial industry compliance requirements
- Background in process automation
- Previous experience in a high-growth fintech environment
Requirements
- Experience
- 2+ years
- Education
- Bachelor's degree
Not disclosed in this posting: compensation, visa sponsorship.
Benefits
Joblaze summary
In the role of Billing Associate at Farther, the individual will manage the entire billing process for advisory clients, ensuring accuracy and timeliness in monthly and quarterly cycles. Key skills include strong analytical abilities, proficiency in financial software, and experience with large datasets, particularly using Excel. This position is well-suited for someone with a background in financial services billing and a knack for process improvement, ideally within a fast-paced fintech environment. Farther's collaborative culture emphasizes innovation and efficiency, making it a fitting place for proactive problem solvers.
Joblaze insights
- Listed yesterday — first seen on Joblaze October 25, 2026. Last confirmed on Farther's careers page October 25, 2026.
Quick facts
- Is the Billing Associate role remote?
- It's hybrid — Farther expects some on-site time in Dallas, TX, United States.
- How much experience is required?
- At least 2 years of relevant experience for this Billing Associate role.
- Where is the role based?
- Farther is hiring for this position in Dallas, TX, United States.
- What seniority level is this role?
- Farther targets mid-level candidates for this position.
- Is this full-time or contract?
- Full-time for this Billing Associate role at Farther.
From the original posting
Company Description
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
Standard company text repeated across Farther's postings is omitted here.