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CIB - Securities Services CBO Client Billing Operations - Associate at JPMorgan Chase Bank, N.A.

Posted in General Business 3 days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Plano, Texas





Job Description:

Job Description

Billing Setup & Implementation (BSI) associate role is responsible for accurate and timely setup of new clients, rate renegotiations, and product/service implementations within the billing platform. The position will partner with Sales, Client Service, Finance, and Product/Pricing teams through interactive invoice reviews and resolution of billing setup maintenance inquiries. Position will also lead a major JPM project focused on an end-to-end billing setup of a new relationship for JPM Investor Services.

Summary of Responsibilities


  • Lead projects focused on an end-to-end billing setup of new and/or renegotiated agreements for JPM Investor Services clients. Drive change to create an evolving culture geared towards process improvement, innovation, and effective policy updates. Execute with skill and urgency by defining project timeline, communicating action plan to internal/external stakeholders, and implementing a repeatable invoicing process
  • Contribute to the team's roadmap by leading strategic initiatives and performing operational requests (aligned to project-oriented assignments concentrated on the setup of new product offerings and legal regulations impacting Investor Services clients). Gain business knowledge of the product/service offerings within JPM Investor Services while focusing on standardization and simplification
  • Monitor and report key operational performance indicators and key risks to management, on a weekly/monthly basis, focusing in identifying process improvements/efficiencies and consistency across asset classes and regions
  • Analyze errors and control breakdowns, determine root causes & trends & oversee the implementation of remedial action. Manage Firm wide initiatives such as SOX testing and Risk & Control Self-Assessment reviews, ensure Action Plans are appropriately raised and on track vs. target dates, report closure of all open issues

Skills and Qualifications

  • Time Management/Prioritization, Multi-Tasking, High Attention to Detail
  • Project Management, Results-Driven (and Patient), working well under pressure
  • Executive-style Communication
  • Issue Resolution, Organizational Skills, Analytical Skills, Leadership
  • Preferred: Fund Accounting experience (working with WINS, Titan, and Cosmic platforms), advanced knowledge of MS Office (particularly SQL and Excel), metric reporting experience, trending and forecasting experience
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.

Equal Opportunity Employer/Disability/Veterans





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