Client Billing Operations (CBO) - Inquiry Management Associate II

Do you enjoy analyzing complex data, providing solutions and working with key stakeholders? If so, this may be the perfect opportunity for you!    

 

Job Summary:

As a Security Services Billing Operations Associate II in Billing Operations, you will provide proactive, consultative services to our internal stakeholders and clients with end-to-end ownership of client inquiry resolution. You will collaborate closely with internal stakeholders and other Billing Operations sub-teams to ensure timely resolution of billing inquiries and impact analysis. 

The Global Billing Inquiry Management team manages receipt of inquiries, root cause analysis of potential invoicing errors, and coordinates with key stakeholders for reporting and resolution of identified issues. In this role, you will partner with various internal teams, including Client Service, Sales / Relationship Management, Product Management, Pricing, Financial Controllers, Compliance, Risk Management and Controls. 

Job Responsibilities:

Manage timeliness and accuracy of inquiries received by the Inquiry Management team, ensuring individual work queue is appropriately managed at the highest level through the delivery and follow-up of inquiries and management of multiple deadlinesPerform deep dive issue analysis, identifying root cause / financial impact and collaborating with key stakeholders to identify appropriate resolution for the client and FirmBe a proactive and responsive communicator, maintaining frequent contact with clients and business partners, actively listening to understand needs, and taking ownership of incoming and outgoing messagesBe a trusted partner to the business and clients by providing exceptional service and taking ownership of requirements, seek input from peers and partners as neededUnderstand and anticipate client/business partner needs and proactively deliver solutions with the ability to tailor verbal and written communication to different audiencesDisplay a process improvement and change management mindset, questioning conventional / established methods and driving change to improve processes Be proactive with control and risk management, addressing gaps in processes and escalating issues to benefit the business and clients. 

Required qualifications, capabilities, and skills:

Proactive critical thinker with 3+ years operational experienceSelf-motivated and thinks independently with strong analytical and creative problem-solving skills with the ability to anticipate clients’ future needs and collaborate on innovative solutions Proficient in analyzing large data sets with advanced Excel skills, including but not limited to pivot tables and nested formulas. Capable of understanding complex accounting methodologies and applying them to manual calculationsExcellent organizational and time management skills; ability to prioritize and manage multiple tasks in a fast-paced global environment. Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, and Word).   Strong team collaboration skills, with the ability to adapt to dynamic environments and work effectively across teams 

Preferred qualifications, capabilities, and skills:

Knowledgeable of Commercial & Investment Bank back-office operations and processesPrevious experience in securities operations, brokerage and/or custody operationsStrong analytical, problem-solving, and solutions management skillsStrategic and results-driven thinker with a forward-thinking mindset and the ability to address future-state requirementsComfortable interacting with senior management in a global environmentProven ability to build cross-functional partnerships and serve as a subject matter expect in key areas