Job Description:
Client Billing Operations - Billing Setup & Implementation Associate
J.P. Morgan CIB is a premier securities servicing provider that helps institutional investors, alternative asset managers, broker dealers and equity issuers optimize efficiency, mitigate risk and enhance revenue. With $17.9 trillion in assets under custody and $7.3 trillion in assets under administration, Worldwide Securities Services leverages the firm's global scale, leading technology and deep industry expertise to service investments around the world.
As an analyst 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.
The areas of focus will be across all CIB product lines supported by CBO such Custody, Fund Accounting, Collateral etc. Your role will be key in driving toward the primary mission of Billing Operations which is accurate and timely bills for all clients.
Responsibilities are inclusive of, but not limited to the following:
Interpreting 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 providing management MIS
Ability to be flexible, follow tight deadlines, organize and prioritize work
Strong written and verbal communication skills
Handling escalated items with the appropriate level of focus
Qualifications
Must be proficient in Microsoft Office suite: Excel, PowerPoint and Word
Strong written and verbal communication skills
Relationship Building
Ability to quickly create partnerships across external contacts integral to the billing process (e.g. Revenue Management, Relationship Mangers, Client Service, Clients)
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
Bachelors degree preferred
About Us:
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
About the Team:
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
JPMorgan Chase
Client Billing Operations - Billing Setup & Implementation Associate
J.P. Morgan CIB is a premier securities servicing provider that helps institutional investors, alternative asset managers, broker dealers and equity issuers optimize efficiency, mitigate risk and enhance revenue. With $17.9 trillion in assets under custody and $7.3 trillion in assets under administration, Worldwide Securities Services leverages the firm's global scale, leading technology and deep industry expertise to service investments around the world.
As an analyst 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.
The areas of focus will be across all CIB product lines supported by CBO such Custody, Fund Accounting, Collateral etc. Your role will be key in driving toward the primary mission of Billing Operations which is accurate and timely bills for all clients.
Responsibilities are inclusive of, but not limited to the following:
Interpreting 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 providing management MIS
Ability to be flexible, follow tight deadlines, organize and prioritize work
Strong written and verbal communication skills
Handling escalated items with the appropriate level of focus
Qualifications
Must be proficient in Microsoft Office suite: Excel, PowerPoint and Word
Strong written and verbal communication skills
Relationship Building
Ability to quickly create partnerships across external contacts integral to the billing process (e.g. Revenue Management, Relationship Mangers, Client Service, Clients)
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
Bachelors degree preferred
About Us:
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
About the Team:
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
JPMorgan Chase
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Philippines
Permanent
Full-time
Permanent
Full-time
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JPMorgan Chase jobs
Manila, Metro Manila