Order & Billing Associate
Hybrid
Core
Process customer orders, billing transactions, and account maintenance for strategic UK banking customers.
Role type
Operations Associate (Finance)
Builds
Monthly billing cycles, invoice distributions, and customer onboarding files
Domain
Financial Services / Banking
Required skills
Microsoft Excel, data accuracy, process adherence, time management, customer service
Preferred skills
ERP/CRM systems (D365, Salesforce), reconciliation experience, banking domain knowledge
Responsibilities
Process daily onboarding requests and sales orders; execute monthly billing activities and file submissions; manage MFA token dispatch and returns; update customer master data and resolve billing exceptions; support month-end close and invoice reconciliation.
Seniority
Entry level