The areas of focus will be across all Corporate & Investment Banking (CIB) product lines supported by Client Billing Operations (CBO) such as Custody, Fund Accounting, Collateral, Depositary, etc. Your role will be key in driving toward the primary mission of Billing Operations which is accurate and timely bills for all clients.
As a Client Ops Associate II (Manager) within Client Billing Operations (CBO), you will own timely fee billing related setup, workflow case management and efficient closure of inquiries within standard level agreement raised by internal client services, relationship management teams and clients for fee billing invoices and billing agreements.
Job Responsibilities:
- Analyze and apply client fee schedules accurately and promptly in the billing platform.
- Coordinate with Revenue Management, Relationship Management, and Client Service to ensure invoices reflect the agreed-upon fee structure.
- Identify unsupported new product price points and collaborate with the Billing Technology support team for code development and testing.
- Maintain up-to-date client billing and provide documentation to the Billing Production Manager for ongoing invoice production support.
- Support the Billing Services inquiry management team.
- Clear the Advantage suspense file and manage the Management Information System (MIS).
- Demonstrate flexibility, meet tight deadlines, and effectively organize and prioritize work.
- Escalate issues timely and collaborate with your manager to ensure appropriate controls and stakeholder management during issue resolution.
- Conduct thorough reviews of assigned setup cases and complete them within the defined SLA.
- Review and update Standard Operating Procedures (SOPs) through Change Management as needed.
- Participate in or lead process improvement initiatives to reduce manual processes and enhance client experience, while partnering with Risk Management to ensure risk mitigation strategies are in place and followed.
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Required qualifications, capabilities, and skills:
- Bachelor's degree in Accounting, Finance, Management, or Business.
- At least 7 years of experience in Operations, Financial/Banking/BPO industry, or Project Management, including 1 year in operational management or back-office operations.
- Excellent written and verbal communication skills.
- Strong analytical, problem-solving, and stakeholder management skills, with experience in handling complaints or escalations.
- Proven organizational and time management skills, capable of managing multiple and conflicting priorities in a global setting.
- Demonstrated ability to lead projects and meetings, with strong influencing and negotiation skills with peers and senior professionals.
- Ability to establish partnerships with external contacts essential to the billing process, such as Revenue Management and Client Services.
- Strong leadership qualities, self-motivated, and results-oriented.
- Adaptability to fast-paced environments.
- Strategic thinker with a forward-thinking mindset to address future state requirements.
- Proficiency in Microsoft Office suite, including Excel, PowerPoint, and Word.
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.