Corporate & Investment Bank - Client Operations Associate I (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
The Client Operations Manager in Billing Operations is responsible for accurate client billing, coordinating with multiple teams to ensure invoices reflect agreed fee structures, managing inquiries, and leading process improvements. The role requires strong analytical and organizational skills, effective communication with senior management, and the ability to handle multiple priorities in a fast-paced environment.
Summary Generated by Built In

Job 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 within Client Billing Operations (CBO), an individual contributor role, 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
  • 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
  • Billing the client up to date and providing documentation to the Billing Production Manager for support in ongoing invoice production
  • Providing support to the Billing Services inquiry management team
  • Clearing the Advantage suspense file and management of Management Information System (MIS)
  • 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.
  • Performs thorough review of the set up cases assigned and complete these within a defined SLA
  • Reviews SOPs and updates through Change Management where necessary. Assist your manager for any BAU-related metrics reporting
  • Participate or lead process improvement initiatives aimed to reduce manual process or for improvement of client experience. Ability to be flexible, follow tight deadlines, organize and prioritize work
  • Partner effectively with Risk Management to ensure adequate risk mitigation strategies are in place and followed


Required qualifications, capabilities and skills

  • Bachelor Degree - Accounting, Finance, Management, or Business
  • Minimum of 7 years of Operations, Financial/Banking/BPO industry, or Project Management experience with one (1) year operational management experience; and/or back-office operations and processes
  • Must be proficient in Microsoft Office suite: Excel, PowerPoint and Word
  • Strong problem solving and solutions management competencies; displaying great analytical skills, problem-solving, stakeholder management, complaints or escalations handling
  • Solid organizational and time management skills; ability to manage multiple and conflicting priorities in a global environment.
  • Ability to lead and direct projects and meetings; demonstrated abilities to influence and negotiate with peers and more senior professionals
  • Strong leadership skills, initiative, self-starter, and results oriented demeanor
  • Ability to adapt to a fast paced environment
  • Strategic thinker with ability to address future state requirements, forward thinking mindset
  • Ability to communicate and interact comfortably with senior management across a global environment and create partnerships across functional lines of business and subject matter expert


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
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
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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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