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JPMorgan Commercial & Investment Bank - Account Manager 
Philippines 
842871416

11.03.2025

As an Account Manager II within the Client Billing Operations team, you are responsible in ensuring accurate creation of Product offerings to the clients. Responsible for establishing and reviewing the controls of the daily operation, ensuring adherence to procedures and policies, and for providing necessary data to senior management and clients. Core responsibilities include: reviewing key areas of daily operations in order to ensure accuracy and compliance with procedures and controls; ensuring the completeness and timeliness of reporting to clients and internal departments; assigning responsibilities and ensuring an efficient work environment; reviewing end of day reconciliation packages and taking prompt action to resolve any escalated recon exception items; communicating ideas and contributing to the development of the department and corporate goals; communicating as needed with fund accounting, the custodian, other areas within the transfer agent and all other related parties; communicating all department and corporate information through the use of 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:

  • 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