Billing Ops Associate I: Client Fees & Invoicing

JPMorganChase; Taguig; On-site; PHP 900,000 - 1,500,000; Full time

Job summary

JPMorganChase is seeking a Client Ops Associate I (Manager) within Billing Operations in Manila. You will own fee billing setup, manage workflows, and resolve inquiries within SLA across CIB product lines such as Custody, Fund Accounting, and Collateral.

Responsibilities include analyzing client fee schedules, coordinating with Revenue, Relationship, and Client Service teams, and testing new pricing in Advantage. Strong analytical, leadership, and stakeholder skills are essential.

Qualifications

• 7+ years of Operations, Financial/Banking/BPO industry, or Project Management experience.
• Proficient in Microsoft Office suite: Excel, PowerPoint and Word.
• Strong problem solving and solutions management competencies; analytical and stakeholder management.
• Adaptable to a fast-paced global environment with multiple priorities.
• Ability to lead projects and meetings; influence and negotiate with peers and senior professionals.
• Strong leadership, initiative, and results-oriented demeanor.
• Strategic thinker with forward-looking mindset.
• Ability to communicate with senior management across a global environment.
• Ability to create partnerships across functional lines of business and subject matter experts.

Responsibilities

• Analyze client fee schedules and applying them in the billing platform accurately and timely
• Coordinate with Revenue Management, Relationship Management, and Client Service to ensure invoices reflect agreed fee structures.
• Identify new product price points not currently supported in Advantage and coordinating/testing new code development with the Billing Technology support team
• Bill the client up to date and providing documentation to the Billing Production Manager for support in ongoing invoice production
• Provide support to the Billing Services inquiry management team
• Clear the Advantage suspense file and manage MIS tasks.
• Escalate timely and work closely with your manager for anything that may result in an escalation or anything that is foreseen to result as one.
• Perform thorough review of the set up cases assigned and complete these within a defined SLA. Assist your manager for any BAU-related metrics reporting
• Review SOPs and updates through Change Management where necessary. Participate or lead process improvement initiatives aimed to reduce manual process or for improvement of client experience
• Effectively partner with Risk Management to ensure adequate risk mitigation strategies are in place and followed.

Skills

Operations

Problem solving

Stakeholder mgmt

Leadership

Communication

Analytical thinking

Strategic thinking

Education

Bachelor Degree - Accounting, Finance, Management, or Business

Tools

Microsoft Office

Alteryx

Tableau

UiPath

SQL

MS Access

Job description

JPMorganChase is seeking a Client Ops Associate I (Manager) within Billing Operations in Manila. You will own fee billing setup, manage workflows, and resolve inquiries within SLA across CIB product lines such as Custody, Fund Accounting, and Collateral.

Responsibilities include analyzing client fee schedules, coordinating with Revenue, Relationship, and Client Service teams, and testing new pricing in Advantage. Strong analytical, leadership, and stakeholder skills are essential.