Account Manager I - Client Billing Operations (Inquiry Management Team) (Commercial & Investment Bank)
At JPMorgan Chase, we are committed to delivering outstanding service and innovative solutions to our clients. As a global leader in financial services, we value diversity, collaboration, and a client-first mindset. Joining our team means being part of a dynamic organization that prioritizes professional growth, offers competitive benefits, and encourages creativity and teamwork. If you are passionate about making a difference and driving positive change, we invite you to explore the exciting opportunities with us and help shape the future of finance.
Client Billing Operations supports the end-to-end billing process for global business units within both Securities Services and Escrow Services. Our clients use a wide range of products and services, including Custody, Cash & Liquidity, Collateral Management, Accounting, Transfer Agency, Investment Analytics, Trust & Fiduciary, Middle Office Outsourcing, Foreign Exchange, and more. The department consists of approximately 125 professionals located in Plano, TX and Manila, Philippines, managing global client billing, payment processing, and delivering change and regulatory program management.
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As a key member of the Global Billing Operations Inquiry Management function, you will perform investigations and research to support global Commercial & Investment Bank clients. You will address billing inquiries, analyze errors, recommend process improvements, and maintain strong cross-functional partnerships to ensure issues are resolved satisfactorily.
Job responsibilities
- Address billing inquiries from global Commercial & Investment Bank clients.
- Analyze errors and control breakdowns, determine root causes and trends, and oversee remedial actions.
- Perform impact calculations and post invoice adjustments and reversals.
- Evaluate procedural gaps, scope cross-operational impact, and recommend process improvements.
- Monitor and report key operational performance indicators and risks to management, focusing on process improvements and consistency.
- Present key messages to a wide audience, including executive stakeholders, and escalate key risks/issues to Senior Management.
- Maintain collaborative relationships with internal partners, including Client Services, Sales/Relationship Management, Product Management, Pricing, Financial Controllers, Compliance, Risk Management, and Controls.
- Build communication lines and ensure cross-functional partnership within the distributed operating model.
- Ensure all issues are resolved in a satisfactory manner.
Required qualifications, skills, and capabilities:
- Minimum 3 years of banking or finance operations experience required.
- Ability to prioritize and respond to changing work patterns.
- Strong analytical and problem-solving abilities with attention to detail.
- Flexible approach to work and ability to embrace corporate change.
- Strong ability to learn new products and processes.
- Strong risk and control awareness, with the ability to prioritize workloads and meet critical deadlines.
- Confident communication skills in all mediums with internal and external clients.
- Ability to understand end-to-end processes and associated details.
Preferred qualifications, skills, and capabilities:
- Experience in billing operations is a plus.
- Bachelor's degree or equivalent preferred.
All application requirements (including updated resume - please include specifics of your career) should be posted, submitted and completed in the Oracle tool.
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.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion