Client Ops Associate

1 hour ago

Manila, National Capital Region, Philippines JPMorganChase Full time ₱900,000 - ₱1,200,000 per year
Description

The areas of focus will be across all Corporate & Investment Banking (CIB) product lines supported by Client Billing Operations (CBO) such as Custody, Fund Accounting, Collateral, Depositary, etc.  Your role will be key in driving toward the primary mission of Billing Operations which is accurate and timely bills for all clients.

As a Client Ops Associate I (Manager) within Client Billing Operations (CBO), you will own timely fee billing related setup, workflow case management and efficient closure of inquiries within standard level agreement raised by internal client services, relationship management teams and clients for fee billing invoices and billing agreements.

Job Responsibilities:

  • Analyze client fee schedules and applying them in the billing platform accurately and timely. Bill the client up to date and providing documentation to the Billing Production Manager for support in ongoing invoice production
  • Coordinate with Revenue Management, Relationship Management and Client Service to ensure the invoice accurately reflects the fee structure agreed upon with the client.
  • Identify new product price points not currently supported in Advantage and coordinating/testing new code development with the Billing Technology support team
  • Provide support to the Billing Services inquiry management team
  • Clear the Advantage suspense file and management of Management Information System (MIS)
  • Have th ability to be flexible, follow tight deadlines, organize and prioritize work
  • Escalate timely and work closely with your manager for anything that may result to an escalation or anything that is foreseen to result as one. This is to ensure that appropriate controls and stakeholder management take place as the issue progresses through resolution. Assist your manager for any BAU-related metrics reporting
  • Perform thorough review of the set up cases assigned and complete these within a defined SLA
  • Review SOPs and updates through Change Management where necessary
  • Participate or lead process improvement initiatives aimed to reduce manual process or for improvement of client experience
  • Partner effectively with Risk Management to ensure adequate risk mitigation strategies are in place and followed

Qualifications, capabilities, and skills:

  • Must be proficient in Microsoft Office suite: Excel, PowerPoint and Word
  • Strong written and verbal communication skills
  • Relationship Building
  • Ability to quickly create partnerships across external contacts integral to the billing process (e.g. Revenue Management, Relationship Mangers, Client Service, Clients)
  • Ability to adapt to a fast paced environment
  • Strong organizational and time management skills; ability to manage multiple and conflicting priorities in a global organization
  • Strong trouble-shooting, problem solving and analytical skills

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