Account Manager II - Client Billing Operations
Account Manager II - Client Billing Operations
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Salary Not Disclosed
1 Vacancy
Job Description
Client Billing Operationssupports the end to end Billing process for the Global business units within Banking Markets and Investor Services. Support clients globally whouse 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 OperationsInquiry Management as an Individual Contributorfunction 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.
The position will partner with Client Service Sales Finance Product and Pricing through interactiveinvoice reviews and resolution and remediation of billing will be critical to ensuring cross functional partnership with all locations within the distributed operating model - building communication lines and ensuring all issues are resolved in a satisfactory manner. The role is crucial in maintaining the integrity of our billing operations and ensuring client satisfaction.
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
TENURE:
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.
PERFORMANCE:
Meets satisfactory performance standards as defined by the firm
Not under Performance Coaching
CORRECTIVE ACTION:
Employees who were given written warning or higher and within the prescriptive period are not eligible to apply.
By submitting an application and/or joining the interview you affirm to meet the Internal Mobility Eligibility Requirements asstated in theApplying forInternalPositions Firmwide Standard.You are expected to provide true and accurate information to the Company during the recruitment and application process. Knowingly giving false or misleading information shall be subjected to the imposition of appropriate corrective action following the firms HR Policies and Guidelines.
Consult your Manager for any specific guidelines for your line of business or if youre unsure about your eligibility for an internal application.
Make sure your profile is updated in the new > Hiring and discuss internal mobility plans with your Manager at the soonest time possible. Attaching your updated resume is encouraged.
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.
Required Experience:
Manager
Employment Type
Full-Time
