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JPMorgan Client Billing Operations Senior Manager Corporate Investment Banking 
Philippines 
17701998

31.07.2024

As a Client Billing Operations Senior Manager within Corporate Investment Banking, you will lead the Client Billing Operations (CBO) team, focusing on timely fee billing related setup, workflow case management, and efficient closure of inquiries. You will work closely with internal client services, relationship management teams, and clients for fee billing invoices and billing agreements. Your role will be crucial in ensuring accurate and timely bills for all clients across all Corporate & Investment Banking (CIB) product lines such as Custody, Fund Accounting, Collateral, Depositary, etc.c. Your role will be key in driving toward the primary mission of Billing Operations which is accurate and timely bills for all clients.

Job Responsibilities:

  • Analyze client fee schedules and applying them in the billing platform accurately and timely
  • Coordinating with Revenue Management, Relationship Management and Client Service to ensure the invoice accurately reflects the fee structure agreed upon with the client.
  • Identifying 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)
  • 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.
  • 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
  • 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
  • Assist your manager for any BAU-related metrics reporting

Required qualifications, capabilities, and skills:

  • Must have at least 5 years of work experience in Client Billing Operations
  • Must be proficient in Microsoft Office suite: Excel, PowerPoint and Word
  • Strong written and verbal communication skills
  • Relationship Building
  • Demonstrate ability to quickly create partnerships across external contacts integral to the billing process (e.g. Revenue Management, Relationship Mangers, Client Service, Clients)
  • Demonstrate Ability to adapt to a fast paced environment
  • Must have Strong organizational and time management skills; ability to manage multiple and conflicting priorities in a global organization
  • Must have Strong trouble-shooting, problem solving and analytical skills