Billing Specialist

The Billing Specialist at XYPN Sapphire manages the full client billing lifecycle, ensuring accuracy, compliance, and a smooth experience for advisors and clients. This role involves processing advisory fees, investigating discrepancies, and serving as a resource for advisors and internal teams to maintain efficient and scalable billing operations. The position requires close collaboration with Compliance, Finance, Trading, and Client Service to support advisor onboarding and ongoing billing guidance.