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 II (Manager) within Client Billing Operations (CBO), you will own timely follow up to fee billing related inquiries, 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
- Performs thorough review of the set up cases assigned and complete these within a defined SLA
- Billing the client up to date and providing documentation to the Billing Production Manager for support in ongoing invoice production
- 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.
- Reviews SOPs and updates through Change Management where necessary. Providing support to the Billing Services inquiry management team
- 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
- Execute strategy to build scalable operations that will improve the client experience, operational control and efficiency
- Establish and manage appropriate governance, leadership and resources (e.g. people, technology, regulatory, compliance, financial)
Required qualifications, capabilities, and skills:
- Ability to quickly create partnerships across external contacts integral to the billing process (e.g. Revenue Management, Relationship Mangers, Client Service, Clients)
- Strong written and verbal communication skills
- 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
- Must be proficient in Microsoft Office suite: Excel, PowerPoint and Word