Account Manager II - Client Billing Operations
Join JPMorganChase as an Account Manager II and be the primary liaison for our clients, delivering exceptional service for complex products.
As an Account Manager II within Client Billing Operations, you will use your analytical skills to provide insights and solve problems while maintaining strong client relationships. Your innovative thinking will promote improvements and generate new ideas, making real impacts on our customers and thriving in a creative, dynamic environment where each day brings new challenges and opportunities.
Client Billing Operations supports the end to end Billing process for the Global business units within Banking, Markets and Investor Services. Support clients, globally, who use the Treasury Services, Custody, Accounting, Fund Administration, Investment Analytics, Trust & Fiduciary, Transfer Agency, Prime Brokerage, and OTC suite of products. Primary functions include account and product setup, validation of data inputs into the core billing applications, invoice production, validation & delivery. Client Billing Operations supports the end to end Billing process for the global business units within The department is made up of 100+ full time professionals located in Plano, Texas and Manila, Philippines.
Key member of the Global Billing Operations Inquiry Management as an Individual Contributor function performing investigations and research that will support global Commercial and Investment Bank clients who utilize Custody, Fund Accounting, Fund Administration, Investment Analytics, Trust & Fiduciary, Transfer Agency, Prime Brokerage, Derivatives, and OTC suite of products.
The position will partner with Client Service, Sales, Finance, Product, and Pricing through interactive invoice reviews and resolution and remediation of billing errors. They will be critical to ensuring cross functional partnership with all locations within the distributed operating model - building communication lines and ensuring all issues are resolved in a satisfactory manner. The role is crucial in maintaining the integrity of our billing operations and ensuring client satisfaction.
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Job Responsibilities:
- Maintain various trackers and logs for metrics generation.
- Escalate internal and external findings to stakeholders promptly.
- Lead and participate in process improvements and re-engineering initiatives.
- Research and remediate processing errors to resolve and prevent funding delays.
- Facilitates root cause error identification and coordinates with the Error Review team to obtain final approvals
- Identify trends through data and behaviors to drive efficiencies.
- Address escalations in a timely manner.
- Represent the team in various forums.
Required Qualifications, Capabilities, and Skills:
- Strong knowledge of Investor Services products, including Custody and Fund Administration.
- Solid background in basic accounting.
- High energy and strong leadership abilities.
- Excellent organizational and time management skills.
- Outstanding communication skills, both written and oral.
- Ability to collaborate effectively to achieve functional goals.
- Excellent coaching and mentoring skills.
- Strong analytical and problem-solving skills.
- Demonstrate analytical and problem-solving abilities while possessing a mindset of accuracy and attention to detail.
- Embraces corporate change and possesses a flexible approach to work.
- Strong risk and control awareness, including ability to effectively prioritize workloads and work to critical deadlines
Internal Application Eligibility Requirements
TENURE:
Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.
PERFORMANCE:
Meets satisfactory performance standards as defined by the firm
Not under Performance Coaching
CORRECTIVE ACTION:
Employees who were given written warning or higher and within the prescriptive period are not eligible to apply.
By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in the Applying for Internal Positions Firmwide Standard. You are expected to provide true and accurate information to the Company during the recruitment and application process. Knowingly giving false or misleading information shall be subjected to the imposition of appropriate corrective action, following the firm's HR Policies and Guidelines.
Consult your Manager for any specific guidelines for your line of business or if you're unsure about your eligibility for an internal application.
Make sure your profile is updated in the new me@jpmc > Hiring and discuss internal mobility plans with your Manager at the soonest time possible. Attaching your updated resume is encouraged.
In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.
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