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Billing Associate at Farther - ApplyBlast

Billing Associate

Farther

3 days ago

4.6 on Glassdoor

Dallas, Texas, United States

Hybrid

Full Time

Medior

0 applicants

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About this role

The Billing Associate role at Farther involves leading the end-to-end execution of billing cycles for advisory clients, ensuring timely and accurate processing of monthly and quarterly billing. The position requires strong analytical skills to manage complex billing scenarios, drive operational efficiency through process improvements, and maintain clear communication with advisors and internal stakeholders. This role focuses on delivering an exceptional billing experience while supporting the company's growth in the wealth management and fintech space.

Responsibilities

Lead end-to-end execution of billing cycles including custodian uploads and fee analysis
Analyze complex billing scenarios and develop effective solutions for unique client situations
Drive operational efficiency through process improvement initiatives and automation recommendations

Skills

About Farther

farther.com

Headquarters

New York, New York, United States

Company Size

51-200 employees

Founded

2019

View Profile

Farther is a modern wealth management firm that combines experienced human advisors with a data‑driven platform to deliver comprehensive financial planning and investment management. They help individuals and families put their money to work through personalized plans, portfolio construction, and ongoing advice. Farther emphasizes evidence‑based investing and accessible advisor relationships to simplify complex, multi‑generational financial decisions. The company positions itself as “the new era of wealth management,” blending expertise and technology to set a higher standard in planning.