Billing Associate at Farther

Dallas, Texas, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Wealth Management, FintechIndustries

Requirements

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

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

Skills

Billing Operations

Fee Analysis

Custodian Uploads

Adjustment Processing

Process Improvement

Automation Recommendations

Financial Transactions

Analytical Skills

Advisor Support

Billing Accuracy

Farther

Personalized wealth management and financial advice

About Farther

Farther.com offers personalized wealth management services aimed at helping clients grow their wealth for future generations. The company uses advanced technology and data-driven strategies to provide tailored financial advice, ensuring that the interests of the clients and advisors are aligned for unbiased guidance. Their proprietary platform includes smart features that allow advisors to concentrate on client needs while offering access to a variety of public strategies and alternative investments to enhance investment potential. Farther.com employs a team of experts, including financial planners and estate attorneys, to deliver comprehensive financial support. Unlike many competitors, Farther.com emphasizes personalized service and proactive technology in its approach to wealth management, with the goal of providing clients with well-rounded financial advice.

New York City, New YorkHeadquarters

2019Year Founded

$114.8MTotal Funding

SERIES_CCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Flexible Work Hours

Risks

Rapid AUM growth may strain Farther's proprietary platform if not managed properly.

High valuation post-Series B raises pressure to meet investor expectations.

Reliance on technology exposes Farther to risks of obsolescence or failure.

Differentiation

Farther combines expert advisors with cutting-edge technology for a unique client experience.

The firm offers a proprietary platform with smart features for personalized financial advice.

Farther's integration with Wealth.com enhances estate planning for high-net-worth clients.

Upsides

Farther's AUM increased 4x year-over-year, showing strong market demand.

The $72 million Series C funding supports expansion of Farther's advisor network.

Partnerships with Wealth.com and YCharts enhance Farther's comprehensive service offerings.

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