Account Manager II

Do you enjoy analyzing complex data, providing solutions, and working with key stakeholders?

As an Inquiry Management Associate II in CBO, you will provide proactive, consultative services to our internal stakeholders and clients with end-to-end ownership of client inquiry resolution. This individual will collaborate closely with internal stakeholders and other CBO sub-teams to ensure timely resolution of client billing inquiries and impact analysis. The Global Billing Inquiry Management team manages receipt of inquiries, root cause analysis of potential invoicing errors, and coordinates with key stakeholders for reporting and resolution of identified issues. This role partners with various internal teams such as Client Service, Sales/Relationship Management, Product Management, Pricing, Financial Controllers, Compliance, Risk Management and Controls.

Job Responsibilities:

• Manage timeliness and accuracy of inquiries received by the Inquiry Management team, ensuring individual work queue is appropriately managed at the highest level through the delivery and follow-up of inquiries and management of multiple deadlines
• Perform deep dive issue analysis, identifying root cause / financial impact and collaborating with key stakeholders to identify appropriate resolution for the client and Firm
• Motivate and thinks independently. Be a proactive and responsive communicator, maintaining frequent contact with clients and business partners, actively listening to understand needs, and taking ownership of incoming and outgoing messages
• Be a trusted partner to the business and clients by providing exceptional service and taking ownership of requirements, seek input from peers and partners as needed.
• Understand and anticipate client/business partner needs and proactively deliver solutions with the ability to tailor verbal and written communication to different audiences
• Display a process improvement and change management mindset, questioning conventional / established methods and driving change to improve processes and the Inquiry Management
• Be proactive with control and risk management, addressing gaps in processes and escalating issues to benefit the business and clients.

• Proactive critical thinker with 3 years operational experience, in Corporate & Investment back-office operations and processes.
• Strong analytical and creative problem-solving skills with the ability to anticipate clients' future needs and collaborate on innovative solutions.
• Proficient in analyzing large data sets with advanced Excel skills, including but not limited to pivot tables and nested formulas. Capable of understanding complex accounting methodologies and applying them to manual calculations.
• Excellent organizational and time management skills; ability to prioritize and manage multiple tasks in a fast-paced global environment.
• Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, and Word).
• Previous experience in securities operations, brokerage and/or custody operations.
• Strong team collaboration skills, with the ability to adapt to dynamic environments and work effectively across teams.

• Strong analytical, problem-solving, and solutions management skills.
• Strategic and results-driven thinker with a forward-thinking mindset and the ability to address future-state requirements.
• Comfortable interacting with senior management in a global environment.
• Proven ability to build cross-functional partnerships and serve as a subject matter expect in key areas.