This is a great opportunity to join Client Billing Operations

As an Account Manager II within the  Client Billing Operations team, you are responsible in  ensuring accurate creation of Product offerings to the clients. Responsible for establishing and reviewing the controls of the daily operation, ensuring adherence to procedures and policies, and for providing necessary data to senior management and clients. Core responsibilities include: reviewing key areas of daily operations in order to ensure accuracy and compliance with procedures and controls; ensuring the completeness and timeliness of reporting to clients and internal departments; assigning responsibilities and ensuring an efficient work environment; reviewing end of day reconciliation packages and taking prompt action to resolve any escalated recon exception items; communicating ideas and contributing to the development of the department and corporate goals; communicating as needed with fund accounting, the custodian, other areas within the transfer agent and all other related parties; communicating all department and corporate information through the use of regularly scheduled meetings.  

 

Job responsibilities:

Analyze requests for new price points and applying them in the Billing platform accurately and timelyCoordinate with Product, Pricing, and Billing Architecture team to ensure the accurate interpretation of fee structure reflects accordingly on the invoices Execute the strategy to build scalable operations that will improve the client experience, operational control and efficiencyRemain Accountable for local Operations performance and project outcomesDevelop deployment strategy for steady state operations, oversee coordination of activities, facilitate issue resolution, and identify operational risksEstablish and manage appropriate governance, leadership and resources (e.g. people, technology, regulatory, compliance, financial)Ensure effective communication and escalation on overall operations service delivery management issues, priorities and risksDevelop, implement & monitor performance metrics to ensure the quality and efficiency in implementing the initiativesProactively lead the people agenda including resource planning, talent management, professional skills development, performance management & diversityAlign the function to maximize impact and effectiveness while meeting financial targets

 

Required qualifications, capabilities, and skills:

10+ years of relevant operations management experienceProduct knowledge of Corporate & Investment Banking servicesProved ability and experience in implementing complex  migrations  with significant technology and operational componentStrong sense of prioritization & ability to execute against deliverables. Able to take personal accountability & resolve issuesExtensive experience driving process change and efficiencies in a growing business – strong focus on execution and delivery against objectivesAbility to work in a team atmosphere and manage through influenceAbility balance global, regional and line of business perspective with those of the firm, clients and shareholdersAnalytic problem solver with excellent written and verbal communications skillsProven ability to build strong, cohesive partnerships with the business, operations, technology & other key stakeholders and work effectively in a matrix organizationBe able to lead, motivate and get the very best out of a high performing team of operations professionalsAbility to challenge and influence stakeholders to ensure decisions are well thought out and can be executed from an operations perspective

 

Preferred qualifications, capabilities, and skills:

Experience in Fund Services OperationsBackground on Intelligent Automation ToolsStrong data analytical skills, leadership skills, initiative, self-starter, and results oriented demeanor