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 follow up to fee billing related inquiries, 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:
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- Analyze client fee schedules and applying them in the billing platform accurately and timely
- Performs thorough review of the set up cases assigned and complete these within a defined SLA
- Billing the client up to date and providing documentation to the Billing Production Manager for support in ongoing invoice production
- Demonstrate ability to be flexible, follow tight deadlines, organize and prioritize work
- Escalate timely and work closely with your manager for anything that may result to an escalation or anything that is foreseen to result as one. This is to ensure that appropriate controls and stakeholder management take place as the issue progresses through resolution.
- Reviews SOPs and updates through Change Management where necessary. Providing support to the Billing Services inquiry management team
- Participate or lead process improvement initiatives aimed to reduce manual process or for improvement of client experience
- Partner effectively with Risk Management to ensure adequate risk mitigation strategies are in place and followed
- Assist your manager for any BAU-related metrics reporting
- Execute strategy to build scalable operations that will improve the client experience, operational control and efficiency
- Establish and manage appropriate governance, leadership and resources (e.g. people, technology, regulatory, compliance, financial)
Required qualifications, capabilities, and skills:
- Ability to quickly create partnerships across external contacts integral to the billing process (e.g. Revenue Management, Relationship Mangers, Client Service, Clients)
- Strong written and verbal communication skills
- Ability to adapt to a fast paced environment
- Strong organizational and time management skills; ability to manage multiple and conflicting priorities in a global organization
- Strong trouble-shooting, problem solving and analytical skills
- Must be proficient in Microsoft Office suite: Excel, PowerPoint and Word
ABOUT US
JPMorgan Chase & Co., 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
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.