Billing Operations Associate
Core
Ensure accurate billing of clients by creating invoices, collecting fee payments, and processing business requests for billing information changes.
Role type
Billing Operations Associate
Builds
Client invoices and fee submissions to custodian partners
Domain
Financial services / Investment management
Required skills
Microsoft Excel, document management, cross-department coordination, contract review, process improvement
Responsibilities
Create and develop documentation for the group, oversee coordination and collection of client fee payments, perform review and approval of accounts to ensure contract terms are honored, process business requests to change client billing information, work with various business parts to ensure proper setup and execution of management fee payments, help with potential process improvements.
Seniority
Individual Contributor