• Location: St. Petersburg, Florida
  • Type: Direct Hire
  • Job #3829
  • Salary: $62,000

NextPath Career Partners is currently seeking an Associate – Billing Platform Operations to join our client’s team in St. Petersburg, FL. This is an onsite, direct hire position.

SALARY: $60-$70K (depending on experience)


  • Bachelor’s degree in finance, Computer Science, Data Analytics or relevant field
  • 1 – 3 years of experience in financial services or applicable industries
  • Familiar/proficient with various reconciliation tools, including but not limited to Excel (Formula Builder, Pivot Tables, etc.), PowerBI, Sharepoint, Salesforce.


  • Carries out the required processes involving the billing platform, including maintenance, reconciliation, client interaction, and employing the fee debiting methods with various custodians.
  • Work directly with our clients as a subject matter expert to ensure the delivery of Operational advisory fee billing activity
  • Participate and drive expectations in root cause analysis to correct and/or prevent deviations in processes and workflows. Recommend and implement changes to avoid future occurrence
  • Communicates with custodians, resource partners and our home office departments to support  functionality and integration between various aspects of the platform.
  • Monitors accounts and activities on platform for both professionally managed and advisor managed programs.

NextPath is a candidate centric recruiting firm focused on your career goals to help you find your next path! Our team of professional recruiters have over 80 years of combined experience to help you navigate a job change. Our clients span local and national with roles in sales, creative, marketing, and staffing on a direct, contract-to-perm, and contract (project) basis.
If the position above doesn’t appear to fit, we do have a host of clients with roles that could be a match and not every position will be posted. Feel free to reach out to find a better match by emailing your resume to apply@nextpathcp.com for a recruiter to engage.
We are an Equal Opportunity Employer 
View all open jobs: http://www.nextpathcp.com

As part of our recruiting process, we may contact you regarding positions we feel are a good fit or engage with you via SMS text message. By clicking to submit your application, NextPath Career Partners has your consent to communicate via SMS text message moving forward.


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