Client Ops Associate

Client Ops Associate I

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 Managers, 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