Account Manager II

JPMorgan Chase • Plano, TX • 8h ago

Do you enjoy analyzing complex data, providing solutions, and working with key stakeholders?

Job Summary

As an Inquiry Management Associate II in Billing Operations, you will provide proactive, consultative services to internal stakeholders and clients, taking end-to-end ownership of client inquiry resolution. You will collaborate closely with other Billing Operations sub-teams and key partners to ensure timely and accurate resolution of client billing inquiries and impact analysis. The Global Billing Inquiry Management team manages the receipt of inquiries, conducts root cause analysis of potential invoicing errors, and coordinates with stakeholders for reporting and resolution. In this role, you will partner with teams such as Client Service, Sales/Relationship Management, Product Management, Pricing, Financial Controllers, Compliance, and Risk Management.

Job Responsibilities

Manage the timeliness and accuracy of inquiries received by the Inquiry Management team, ensuring your work queue is prioritized and deadlines are met.

Perform deep-dive issue analysis, identify root causes and financial impacts, and collaborate with stakeholders to resolve issues for clients and the firm.

Communicate proactively and responsively with clients and business partners, actively listening to understand needs and taking ownership of all communications.

Serve as a trusted partner by providing exceptional service, taking ownership of requirements, and seeking input from peers and partners as needed.

Anticipate client and business partner needs, delivering tailored solutions and adapting communication for different audiences.

Display a process improvement and change management mindset, challenging established methods and driving enhancements to Inquiry Management processes.

Proactively address control and risk management, identifying process gaps and escalating issues to benefit the business and clients.

Required Qualifications, Capabilities, and Skills

Proactive critical thinker with three years of operational experience, in corporate and investment back-office operations and processes.

Strong analytical and creative problem-solving skills, with the ability to anticipate client needs and collaborate on innovative solutions.

Proficient in analyzing large data sets with advanced Excel skills, including pivot tables and nested formulas; able to understand complex accounting methodologies and apply them to manual calculations.

Excellent organizational and time management skills, with the ability to prioritize and manage multiple tasks in a fast-paced, global environment.

Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, and Word).

Experience in securities operations, brokerage, or custody operations.

Strong team collaboration skills, with the ability to adapt to dynamic environments and work effectively across teams.

Preferred Qualifications, Capabilities, and Skills

Strong analytical, problem-solving, and solutions management skills.

Strategic and results-driven thinker with a forward-thinking mindset and the ability to address future-state requirements.

Comfortable interacting with senior management in a global environment.

Proven ability to build cross-functional partnerships and serve as a subject matter expert in key areas.

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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 our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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