Client Ops Associate - Billing Operations

Join our team and help deliver best-in-class billing solutions that drive client satisfaction and operational excellence.

As a Client Ops Associate I 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 apply them accurately and promptly in the billing platform.
• Coordinate with Revenue Management, Relationship Management, and Client Service to ensure invoices reflect agreed fee structures.
• Identify new product price points and collaborate with Billing Technology for code development and testing.
• Keep clients updated and provide documentation to the Billing Production Manager for ongoing invoice production.
• Support the Billing Services inquiry management team.
• Clear the Advantage suspense file and manage Management Information System (MIS) tasks.
• Demonstrate flexibility, meet tight deadlines, organize, and prioritize work effectively.
• Escalate issues promptly and work closely with your manager to ensure proper controls and stakeholder management.
• Thoroughly review assigned setup cases and complete them within defined SLAs.
• Review SOPs and implement updates through Change Management as needed.
• Participate in or lead process improvement initiatives to reduce manual processes and enhance client experience.

Required qualifications, capabilities, and skills:

• Proficiency in Microsoft Office applications, including Excel, PowerPoint, and Word
• Strong written and verbal communication skills
• Strong ability to build and maintain effective professional relationships
• 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

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 our FAQs for more information about requesting an accommodation.