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


• 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