Farther
Billing Associate
Hybrid - Dallas, TX +1 · Full-time · Posted Oct 23, 2026
- Location
- Hybrid - Dallas, TX
Dallas, Texas, United States - Experience
- 2+ years in financial services billing or a related role, or equivalent experience.
- Education
- Bachelor's degree, or equivalent experience.
About the job
Executes client billing cycles and improves billing operations for an advisory firm’s wealth management services.
What you'll do
- Process billing cycles, including custodian uploads, fee analysis, adjustments, and accuracy checks.
- Support advisors and coordinate with custodians to resolve billing and account issues.
- Improve billing efficiency, document procedures, and contribute to projects that scale billing operations.
What they ask for
- Bachelor's degree with 2+ years of experience in financial services billing or a related role, or equivalent experience.
- Strong analytical skills, attention to detail, and problem-solving abilities.
- Experience analyzing large datasets using Excel or similar tools; proficiency in financial software and advanced Excel skills.
- Strong communication, prioritization, and client-service skills; ability to manage deadlines and changing priorities.
Nice to have
- Experience with major custodians (Charles Schwab, Fidelity, Pershing).
- Knowledge of wealth management operations, compliance, billing regulations, or process automation.
Tools
Excel, Charles Schwab, Fidelity, Pershing
Model-written summary · the original posting is authoritative