As an Account Manager II within Client Billing Operations, you will use your analytical skills to provide insights and solve problems while maintaining strong client relationships. Your innovative thinking will promote improvements and generate new ideas, making real impacts on our customers and thriving in a creative, dynamic environment where each day brings new challenges and opportunities.Client Billing Operations supports the end to end Billing process for the Global business units within Banking, Markets and Investor Services. Support clients, globally, who use the Treasury Services, Custody, Accounting, Fund Administration, Investment Analytics, Trust & Fiduciary, Transfer Agency, Prime Brokerage, and OTC suite of products. Primary functions include account and product setup, validation of data inputs into the core billing applications, invoice production, validation & delivery. Client Billing Operations supports the end to end Billing process for the global business units within The department is made up of 100+ full time professionals located in Plano, Texas and Manila, Philippines.
Key member of the Global Billing Operations Inquiry Management as an Individual Contributor function performing investigations and research that will support global Commercial and Investment Bank clients who utilize Custody, Fund Accounting, Fund Administration, Investment Analytics, Trust & Fiduciary, Transfer Agency, Prime Brokerage, Derivatives, and OTC suite of products.
Job Responsibilities:
- Maintain various trackers and logs for metrics generation.
- Escalate internal and external findings to stakeholders promptly.
- Lead and participate in process improvements and re-engineering initiatives.
- Research and remediate processing errors to resolve and prevent funding delays.
- Facilitates root cause error identification and coordinates with the Error Review team to obtain final approvals
- Identify trends through data and behaviors to drive efficiencies.
- Address escalations in a timely manner.
- Represent the team in various forums.
Required Qualifications, Capabilities, and Skills:
- Strong knowledge of Investor Services products, including Custody and Fund Administration.
- Solid background in basic accounting.
- High energy and strong leadership abilities.
- Excellent organizational and time management skills.
- Outstanding communication skills, both written and oral.
- Ability to collaborate effectively to achieve functional goals.
- Excellent coaching and mentoring skills.
- Strong analytical and problem-solving skills.
- Demonstrate analytical and problem-solving abilities while possessing a mindset of accuracy and attention to detail.
- Embraces corporate change and possesses a flexible approach to work.
- Strong risk and control awareness, including ability to effectively prioritize workloads and work to critical deadlines
Internal Application Eligibility Requirements
Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.
Meets satisfactory performance standards as defined by the firm
Not under Performance Coaching
CORRECTIVE ACTION:
By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in the
In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.