Billing Associate

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting‑edge technology to deliver a comprehensive, tailored wealth management experience.

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.

• 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.

• 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.

• 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.

• Competitive compensation 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.

• Entry level

• Full‑time

• Accounting/Auditing and Finance

• Technology, Information and Internet

Location:

Irving, TX

Salary: $48,000.00 - $52,000.00