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
Skills Required
- Bachelor's degree or equivalent combination of education and experience
- Proficiency in Microsoft Office, specifically Excel
- Ability to manage complexity and coordinate across several departments under strict timelines
- Ability to communicate and connect with a wide range of audiences by phone and email
What We Do
Fisher Investments is a fee-only investment adviser serving private clients and institutional investors globally. It provides tailored investment management and personalized service, managing assets through U.S. private-client, institutional, and international private-client business units. Its clients include families, businesses, corporations, pension funds, foundations, governments, and other institutions, and it offers retirement-planning guides and investment insights to help clients pursue long-term financial goals.
