Account Manager I – Client Billing Operations
7 days ago
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.
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.
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