Client Ops Associate I - Billing Operations

JPMorganChase; Philippines; On-site; PHP 700,000 - 1,100,000; Full time

Job summary

JPMorganChase in the Philippines seeks a Client Ops Associate I (Manager) to own fee billing setups and inquiry closures within SLA, supporting CIB product lines.

You will coordinate with Revenue Management, Relationship Management, and Client Service to reflect agreed fee structures, test new pricing, and drive process improvements. APAC/EMEA hours required.

The role emphasizes risk awareness, MIS tasks, and collaboration with Billing Technology to ensure accurate and timely client bills.

Qualifications

• 7+ years of Operations, Financial/Banking or Project Management experience.
• Proficient in Microsoft Office: Excel, PowerPoint, Word.
• Strong problem solving, analytics and stakeholder management.
• Adapt to a fast-paced environment with multiple priorities.
• Lead projects and meetings; influence peers and seniors.
• Strategic thinker with forward looking mindset.
• Effective communication with senior management.
• Ability to build partnerships across functional lines.

Responsibilities

• Analyze client fee schedules and apply them in the billing platform accurately and timely.
• Coordinate with Revenue Management, Relationship Management, and Client Service to reflect agreed fee structures.
• Identify new product price points and coordinate/testing with Billing Technology.
• Bill the client up to date and provide documentation to Billing Production Manager.
• Support Billing Services inquiry management and MIS tasks.
• Clear the Advantage suspense file and manage MIS tasks.
• Be flexible, meet deadlines, organize and prioritize work.
• Escalate timely and ensure proper controls and stakeholder management.
• Review setup cases within defined SLA and assist with BAU metrics.
• Review SOPs/Change Management; lead process improvements for client experience.
• Partner with Risk Management to ensure adequate risk mitigation.

Skills

Ops experience

MS Office

Analytical skills

Multitasking

Leadership

Strategic thinking

Stakeholder management

Executive communication

Education

Bachelor's degree

Tools

Alteryx

Tableau

UiPath

SQL

MS Access

Job description

Job Description:

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area?

As a Client Ops Associate I (Manager) within Billing Operations, you will own timely fee billing related setup, 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 Corporate & Investment Banking (CIB) product lines supported by Billing Operations such as Custody, Fund Accounting, Collateral, Depositary, etc. Your role will be key in driving toward the primary mission of Billing Operations which is accurate and timely bills for all clients.

Job 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 Management Information System (MIS) tasks.
• Ability to be flexible, follow tight deadlines, organize and prioritize work
• Escalate timely and work closely with your manager for anything that may result to an escalation or anything that is foreseen to result as one. This is to ensure that appropriate controls and stakeholder management take place as the issue progresses through resolution.
• 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
• Effectivelypartner with Risk Management to ensure adequate risk mitigation strategies are in place and followed.

Required qualifications, skills and capabilities

• 7+years of Operations, Financial/Banking/BPO industry, or Project Management experience
• Must be proficient in Microsoft Office suite: Excel, PowerPoint and Word
• Strong problem solving and solutions management competencies; displaying great analytical and problem-solving skills, stakeholder management, complaints/escalations handling
• Ability to adapt to a Fast-paced environment – should have solid organizational and task management skills; ability to manage multiple and conflicting priorities in a Global environment
• Ability to lead and direct projects and meetings; demonstrated abilities to influence and negotiate with peers and more senior professionals
• Strong leadership skills, initiative, self-starter, and results oriented demeanor
• Strategic thinker with ability to address future state requirements, forward thinking mindset
• Ability to communicate and interact comfortably with senior management across a global environment
• Ability to create partnerships across functional lines of business and subject matter experts

Preferred qualifications, skills and capabilities

• Bachelor Degree - Accounting, Finance, Management, or Business preferred
• Previous experience with Billing Operations, Securities Services Operations, Brokerage and/or Custody Operations a plus
• Knowledge on Alteryx, Tableau, UiPath, SQL, MS Access a plus

Shift: Should be flexible to do APAC and EMEA hours (9am, 12nn, 2pm)

JPMorganChase, 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit ourFAQsfor more information about requesting an accommodation.

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.