Billing Associate (Fintech)

Location: Hybrid - Dallas, TX

Company

A rapidly growing registered investment adviser combining expert advisors with technology to deliver tailored wealth management services. The business is backed by venture capital firms, fintech investors, and industry leaders.

What you will do

• Execute monthly and quarterly billing cycles end to end, including custodian uploads, fee analysis, and adjustment processing.
• Support advisors and internal stakeholders with clear communication and timely resolution of billing matters.
• Analyze complex billing scenarios and develop solutions for unique client situations.
• Improve billing operations through process optimization and automation recommendations.
• Partner with custodial firms to resolve account-related challenges and monitor billing accuracy and completeness.
• Document billing procedures and contribute to projects that scale billing capabilities and improve client experience.

Requirements

• Bachelor’s degree and 2+ years of experience in financial services billing or a related role, or equivalent experience.
• Strong analytical, problem-solving, and attention-to-detail skills.
• Experience manipulating and analyzing large datasets using Excel or similar tools.
• Ability to manage multiple priorities, maintain accuracy, and meet deadlines.
• Strong written and verbal communication skills, including the ability to explain complex billing concepts clearly.
• Proven process improvement experience and a self-starter mindset.
• Proficiency in financial software systems and advanced Excel skills.
• Ability to work in a fast-paced environment and adapt to changing priorities.
• Strong teamwork, professional demeanor, and client-service orientation.

Nice to have

• Experience with major custodians such as Charles Schwab, Fidelity, or Pershing.
• Understanding of wealth management operations and client service workflows.
• Knowledge of financial industry compliance requirements and billing regulations.
• Experience with process automation and system optimization.
• Previous experience in a high-growth fintech environment.

Culture & Benefits

• Collaborative, entrepreneurial environment focused on building the future of wealth management.
• Competitive compensation package rewarding impact.
• Opportunity to grow with a fast-scaling startup and shape a career path during expansion.
• Full health benefits, 401(k) matching, and Roth IRA options.
• Unlimited paid time off.