Billing Operations Associate

Fisher Investments

Camas, WAHybridFull time
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Pay
$55K to $70K
a year
Location
Camas, WA
Work style
Hybrid
Job type
Full time
Posted
Oct 29
1 day ago
Career path

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About the company

Fisher Investments

Financial Services · 5,001 to 10,000 employees

Fisher Investments is the global trading name, trade mark and/or brand name of various companies within the global Fisher group of companies (the “Fisher Group”). In the United States, Fisher Investments refers to the business name of Fisher Asset Management, LLC. Fisher Investments also refers to Fisher Investments Ireland Limited and Fisher Investments Luxembourg, Sàrl in the European Economic Area, Fisher Investments GmbH in Germany and Austria, Fisher Investments Schweiz GmbH in Switzerland, the branch of Fisher Investments Japan Limited in Japan, Fisher Investments Australasia Pty Ltd in Australia, Fisher Investments Arabia in Saudi Arabia, Fisher Investments Singapore Pte. Ltd. in Singapore, and Fisher Investments Korea Inc. in South Korea. The Fisher Group also includes Fisher Investments Europe Limited, which uses the trading name Fisher Investments UK, in the United Kingdom.

Fisher Investments serves clients across three principal business units: US Private Client, Institutional, and Private Client International. Together, these groups serve a diverse global client base that includes corporations, public and multi-employer pension funds, foundations and endowments, governments and high net worth families. Fisher Investments in the US was founded in 1979 by Ken Fisher, who served as CEO for 37 years and now serves as Executive Chairman and Co-Chief Investment Officer. Ken writes more than 30 monthly, native language columns in major media organs around the world, spanning more countries and more languages in more total reach than any other, non-syndicated columnist of any type ever.

For more information on Fisher Investments, please visit www.fisherinvestments.com.

Careers Page: https://www.fishercareers.com Important Disclosures: https://www.fisherinvestments.com/en-us/disclosures Privacy Policy: https://www.fisherinvestments.com/en-us/privacy/ Employee Community Guidelines: https://www.fisherinvestments.com/en-us/communityguidelines

Fisher Investments on LinkedIn

What you'll do

  • The Billing Operations Associate is responsible for managing client fee payments, creating invoices, and ensuring the accuracy of billing information.
  • They also collaborate with internal departments and custodian partners to support revenue operations and process improvements.

What you need

  • Candidates must hold a bachelor's degree or equivalent and possess proficiency in Microsoft Office, particularly Excel.
  • Strong organizational skills and the ability to manage complex tasks under strict timelines are essential for this role.
  • Education: a bachelor's degree

Key skills

Billing operationsInvoice creationFee collectionAccount reconciliationContract reviewMicrosoft OfficeExcelDocumentationCommunicationTime managementProcess improvementFinancial reportingData analysis

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Perks

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k) match
  • Paid time off
  • Paid holidays
  • Paid primary caregiver leave
  • Fertility assistance
  • Family forming assistance
  • Hormonal health assistance
  • Back-up child care
  • Back-up adult care
  • Back-up elder care

See full description on company page, apply now

Read the full posting here
Overview The Opportunity: 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 growth Your 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 email Compensation: $55,000 - $70,000 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 performance Why 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

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