Account Manager II
Join a team where your expertise in financial operations directly impacts client satisfaction and business success. As part of our global Billing Operations group, you will play a pivotal role in ensuring clients receive timely and accurate invoices. Collaborate with diverse teams and contribute to process enhancements that shape our client experience. Your attention to detail and problem-solving skills will help us deliver excellence every day. Be part of a fast-paced environment where your contributions are valued and recognized.
As an Account Manager II in Billing Operations, you will own the processing of client billing setup forms and drive operational excellence. You will collaborate with cross-functional teams to ensure data accuracy and timely case resolution. We value your ability to build strong partnerships and proactively improve processes. Together, we deliver accurate invoices and outstanding client service. Your role is essential in supporting our mission and enhancing our global operations.
Job Responsibilities:
- Analyze client fee agreements and process billing setup forms to support onboarding and repricing
- Coordinate with Revenue Management, Pricing, Relationship Management, Product Operations, and Client Service to ensure data completeness
- Maintain thorough documentation for all processed cases in line with control protocols
- Identify and recommend effective account structures for client onboarding and repricing
- Organize and prioritize work to meet tight deadlines
- Escalate issues promptly and collaborate with management for resolution
- Review assigned smart form cases and ensure completion within defined service levels
- Update standard operating procedures through the change management process
- Lead or participate in process improvement initiatives to enhance client experience and reduce manual tasks
- Partner with Risk Management to implement and follow risk mitigation strategies
- Support management with business-as-usual metrics reporting
Required Qualifications, Capabilities, and Skills
- 7 years of operations or processing experience
- Bachelor's degree in Finance, Accounting, Business, Economics, Information Systems, or related field
- Proficiency in Microsoft Office suite, including Excel, PowerPoint, and Word
- Strong attention to detail and logical reasoning
- Excellent written and verbal communication skills
- Ability to build rapport and foster connections
- Organizational and time management skills to handle multiple priorities
- Analytical and problem-solving abilities
- Ability to work in a fast-paced, high-pressure environment
- Experience in client management or billing operations
- Willingness to work EMEA shift
Preferred Qualifications, Capabilities, and Skills
- Experience in Corporate & Investment Banking or Securities Services Operations
- Familiarity with workflow case management
- Knowledge of risk management strategies
- Experience with process improvement initiatives
- Ability to update and maintain standard operating procedures
- Strong stakeholder management skills
- Experience supporting metrics reporting in a business-as-usual environment
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.
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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