Full-Time
Client Billing Associate
Updated on 4/18/2024
Data aggregation and analytics for FinTech
Compensation Overview
$46,000 - $70,000Annually
Entry, Junior, Mid
Denver, CO, USA
- Bachelor's degree in Business, Finance, Accounting or related field
- 0-3 years accounting experience
- Experience with MS Excel
- Experience in the Financial Services industry preferred
- Analytical and detail oriented
- Excellent communication skills
- Responsible for all billing work on specific clients including fee billing analysis, trouble shooting, adjustment billing, fee billing procedural documentation and process analysis
- Processing client billings with all available custodians
- Reconciling current billing dashboard with client fee account debits
- Compiling and analyzing billing data on a monthly basis
- Collect and reconcile client fees, resolve discrepancies accurately and timely
- Ensure procedures and policies are executed accurately
- Special projects as needed
- Adherence to SLA’s, deliverable deadlines, reporting and collection deadlines for each billing cycle
- Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested
Envestnet | Yodlee is a global leader in data aggregation and analytics, offering solutions for consumers and financial institutions, including data aggregation, analytics, account verification, and APIs for personalized FinTech experiences with comprehensive and accurate data. Their technology products encompass data aggregation, analytics, account verification, and easy-to-implement APIs, catering to the needs of over 1,400 financial institutions and FinTech companies, including 15 of the top 20 U.S. Banks.
Company Stage
M&A
Total Funding
$742M
Headquarters
Redwood City, California
Founded
1999
6 month growth
↓ -8%1 year growth
↓ -17%2 year growth
↓ -43%Benefits
Medical (High Deductible Health Plan, Kaiser HMO and PPO), Dental, Vision
401(k) Match
On-site Flu Shots
On-site Biometrics Screening
Employee Assistance Program (EAP)
Life Insurance and AD&D
Short and Long Term Disability
On-site Gym
Fully Stocked Kitchen
Tuition Reimbursement
Employee Referral Bonus
Casual Dress Code
Mobile Reimbursement