CIB - Security Services CBO Client Billing Operations - Associate - North America (Plano) at JPMorgan Chase Bank, N.A. in Plano, Texas

Posted in General Business 8 days ago.

Type: Full-Time

Job Description:

About J.P. Morgan Corporate & Investment Bank

J.P. Morgan's Corporate & Investment Bank (CIB) is a global leader across banking, markets and investor services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Client Billing Operations supports the end to end Billing process for the Global business units within CIB Banking, Markets and Investor Services. Support CIB clients, globally, who use the Treasury Services, Custody, Accounting, Fund Administration, Investment Analytics, Trust & Fiduciary, Transfer Agency, Prime Brokerage, and OTC suite of products. Primary functions include account and product setup, validation of data inputs into the core billing applications, invoice production, validation & delivery.

• Over $3.7Bn in fees are billed annually to over 130,000 billing relationships in 29 countries

• Over 150 products supported by over 3,000 service codes & hundreds of price points

• Over 2.4 million statements and invoices are produced annually

Role Description:

The Client Experience (CE) associate is responsible for the accurate and timely research and analysis of client driven inquiries. The associate will partner with senior members of Client Service, Sales, Finance, and Product/Pricing through the interactive resolution of inquiries and remediation projects. The associate will also engage in client related inquiries and issues with direct client interaction and focus.


  • Analyze errors and control breakdowns, determine root causes
  • Gain business knowledge of the product/service offerings within JPM Investor Services
  • Support changes to create an evolving culture geared towards process improvement
  • Contribute to the team's roadmap by supporting tactical and strategic initiatives
  • Monitor and report updates on operational performance indicators on a weekly basis Monitor and report key operational performance indicators on a weekly/monthly basis
  • Participate process enhancements including testing effort for tech enhancements
  • Follow all Billing and Client Experience SOPs, report escalated cases and issues

Skills and Qualifications:

  • Time Management/Prioritization, Multi-Tasking, High Attention to Detail
  • Timely and effective communication with Billing partners including updates and escalations
  • Issue Resolution, Organizational Skills, Analytical Skills, Leadership
  • Advanced knowledge of Microsoft Suite (particularly SQL and Excel).
  • Project Management, Results-Driven, working well under pressure
  • Issue Resolution, Organizational Skills, Analytical Skills, Leadership
  • Knowledge of Tableau, data visualization and Alteryx are a plus
  • Preferred: Fund Accounting experience, investment banking 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