Senior Billing Associate

Vestwell is a financial technology company that powers the new savings economy. The company is looking for a Senior Associate to join its Billing team, responsible for supporting end-to-end billing operations for advisors and external partners.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field.
• 3-5 years of experience in billing, accounts receivable, or finance operations.
• Strong external relationship management.
• Proficiency in Excel
• Excellent communication skills, both written and verbal.
• Ability to work independently and as part of a team.
• Attention to detail and commitment to accuracy.

Benefits

• Competitive health coverage
• Generous vacation offering
• 401(k) plan
• Hybrid office policy