Billing Operations Associate
Company: Fisher Investments
Location: Portland
Posted on: February 3, 2025
Job Description:
The Billing Operations Team oversees and ensures the accurate
billing of our clients. -Our efforts assist all of the companies we
support globally and all of the products we offer. As a Billing
Operations Associate you will develop an understanding of our
broader Revenue Operations Group and help service a host of
internal clients: Client Service, Portfolio Management Group (PMG),
Legal and Compliance (LCD), and Audit, to name a few. Our group
also works with our domestic and international custodians. You will
develop unique perspective of how Corporate Finance helps service
and protect our clients and the Firm. You will report directly to
your Team Leader who will aid in your training, development and
career progression. -The Day-to-Day:
- Identify, create, and develop documentation for group
- Responsible for properly handling confidential documents
- Oversee the coordination and collection of client fee payments
by creating client invoices and corresponding fee submission to
custodian partners
- Perform review and approval of accounts to ensure terms of
client contracts are honored
- Process business requests to change client's billing
information
- Work closely with various parts of the business to ensure
proper setup and execution of management fee payments
- Help with potential process improvements and recommend
solutions to help the firm scale for growthYour Qualifications:
- Bachelor's degree or equivalent combination of education and
experience
- Proficient in Microsoft Office (specifically in Excel)
- Demonstrate personal ownership over your career and daily
work
- Manage complexity and coordinate across several departments
under strict timelines
- You are engaging and can connect with a wide array of audiences
by phone and emailCompensation:
- $55,000 - $65,000 base salary per year in the state of WA. New
hires should expect to start at the lower end of the range
depending on experience
- Eligible for a discretionary bonus based on firm and individual
performanceWhy Fisher Investments: -We work for a bigger purpose:
bettering the investment universe. We take great pride in our
inclusive culture, our learning and development framework
customized for every employee, and our Great Place to Work
Certification. It's the people that make the Fisher purpose
possible, and we invest in them by offering exceptional benefits
like:
- 100% paid medical, dental and vision premiums for you and your
qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO, plus 10 paid holidays -
- Family Support programs including 8 week Paid Primary Caregiver
Leave, $10,000 fertility, family forming, and hormonal health
assistance, and back-up child, adult, and elder care
- This is an in-office role. Based on your role, tenure, and
performance eligibility you may have the opportunity to participate
in our hybrid work from home program. This program is subject to
change.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Portland , Billing Operations Associate, Accounting, Auditing , Portland, Oregon
Didn't find what you're looking for? Search again!
Loading more jobs...