Account Manager II - Client Billing Operations

Posted 10 Days Ago
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Manila, First District NCR, National Capital Region
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As an Account Manager II in Client Billing Operations, you will ensure accurate creation and management of product offerings while maintaining operational controls, delivering reports, and overseeing team performance for efficient client servicing.
Summary Generated by Built In

Job Description
The Fees Implementation Team in Client Billing Operations will work with Client Services, Product, Pricing, Technology, and other internal Billing teams on ensuring accurate implementation of Product offerings.
As an Account Manager II within the Client Billing Operations team, your role as an team member contributor involves ensuring the accurate creation of product offerings for clients. You will be tasked with establishing and reviewing operational controls daily, ensuring adherence to procedures and policies, and providing necessary data to senior management and clients. Your core responsibilities will include reviewing key areas of daily operations to ensure accuracy and compliance with procedures and controls, ensuring complete and timely reporting to clients and internal departments, and assigning responsibilities to ensure an efficient work environment. You will also be responsible for reviewing end-of-day reconciliation packages and promptly resolving any escalated recon exception items. As part of your role, you will communicate ideas and contribute to the development of departmental and corporate goals, liaise with fund accounting, the custodian, and other areas within the transfer agent, and communicate all department and corporate information through regularly scheduled meetings.
Job responsibilities:

  • Analyze requests for new price points and applying them in the Billing platform accurately and timely
  • Coordinate with Product, Pricing, and Billing Architecture team to ensure the accurate interpretation of fee structure reflects accordingly on the invoices
  • Execute the strategy to build scalable operations that will improve the client experience, operational control and efficiency
  • Remain Accountable for local Operations performance and project outcomes
  • Develop deployment strategy for steady state operations, oversee coordination of activities, facilitate issue resolution, and identify operational risks
  • Establish and manage appropriate governance, leadership and resources (e.g. people, technology, regulatory, compliance, financial)
  • Ensure effective communication and escalation on overall operations service delivery management issues, priorities and risks
  • Develop, implement & monitor performance metrics to ensure the quality and efficiency in implementing the initiatives
  • Proactively lead the people agenda including resource planning, talent management, professional skills development, performance management & diversity
  • Align the function to maximize impact and effectiveness while meeting financial targets


Required qualifications, capabilities, and skills:

  • Minimum of 10 years of relevant operations management experience
  • Product knowledge of Corporate & Investment Banking services
  • Proved ability and experience in implementing complex migrations with significant technology and operational component
  • Strong sense of prioritization & ability to execute against deliverables. Able to take personal accountability & resolve issues
  • Extensive experience driving process change and efficiencies in a growing business - strong focus on execution and delivery against objectives
  • Ability to work in a team atmosphere and manage through influence
  • Ability balance global, regional and line of business perspective with those of the firm, clients and shareholders
  • Analytic problem solver with excellent written and verbal communications skills
  • Proven ability to build strong, cohesive partnerships with the business, operations, technology & other key stakeholders and work effectively in a matrix organization
  • Be able to lead, motivate and get the very best out of a high performing team of operations professionals
  • Ability to challenge and influence stakeholders to ensure decisions are well thought out and can be executed from an operations perspective


Preferred qualifications, capabilities, and skills:

  • Experience in Fund Services Operations
  • Background on Intelligent Automation Tools
  • Strong data analytical skills, leadership skills, initiative, self-starter, and results oriented demeanor


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.

Top Skills

Intelligent Automation Tools

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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