FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
About the role
Key responsibilities & impact- Lead end-to-end execution of monthly and quarterly billing cycles, including custodian uploads, fee analysis, and adjustment processing
- Build and maintain relationships with advisors, providing proactive support and clear communication on billing matters
- Analyze complex billing scenarios and develop 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, proactively identifying and addressing discrepancies
- Contribute to special projects to scale billing capabilities and enhance client experience
- Maintain detailed documentation of billing procedures and best practices
Requirements
What you’ll need- Bachelor's degree with 2+ years of experience in financial services billing or related role, or equivalent experience
- 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
- 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
- Background in process automation and system optimization
- Previous experience in a high-growth fintech environment
Benefits
Comp & perks- Competitive comp package that rewards impact
- Full health benefits
- 401(k) matching
- Roth IRA options
- Unlimited PTO
- Growth opportunities as the company expands