Account Manager I - Invoice Production (Client Billing Operations)
The Global Billing Operations Invoice Production and Invoice Delivery team ensures the management of timely production and delivery of invoices, follow up to fee billing related inquiries, effective handling of escalations, efficient closure of inquiries raised by client services and the stakeholders for billing invoices and agreements, providing guidance to analysts and recommendations to senior management on process improvement and manual process reduction.
As an Account Manager within the Global Billing Operations Invoice Production and Invoice Delivery team, an individual contributor role, you will work with the Client Billing Operations Teams, Client Service, Product, Pricing and other partners on resolving issues and concerns in ensuring accurate and efficient invoice production resulting to reduced Unbilled Revenue. You will ensure cross functional partnership with all locations within the distributed operating model, building communication lines and ensuring all issues are resolved in a satisfactory manner.
Job responsibilities:
- Take ownership and accountability of the Invoice Production and Invoice Delivery processes through execution of deliverables and special initiatives, and the management of multiple deadlines.
- Serve as a trusted partner and key advisor to the business and clients by providing exceptional service and ownership.
- Build proficiency with technology and systems, highly capable of applying knowledge to operations and understanding the overall infrastructure and business implications.
- Execute and deliver strategic and tactical plans, including automation and process re-engineering initiatives, with an ability to anticipate and overcome barriers.
- Think independently and self-motivate to take ownership of client and business requirements, seek input from stakeholders as applicable, and then initiate change. Maintain an entrepreneurial spirit and act as if the firm’s goals and objectives are your own, measuring your performance against business objectives.
- Adopt a consultative approach, understanding and anticipating client and business partner needs and proactively delivering solutions.
- Embrace a continuous improvement and change management mindset, questioning conventional ways of managing the business and driving change to improve processes.
- Implement proactive controls and risk management, addressing gaps in processes and escalating issues to benefit the business and clients in a dynamic environment.
- Communicate proactively and responsively, maintaining frequent contact with business partners, listening to understand needs, and taking ownership of incoming and outgoing messages.
- Tailor verbal and written communication to the audience, crafting messages based on feedback and cues from other
Required qualifications, capabilities, and skills:
- Bachelors’ degree graduate - Accounting, Finance, Management, or Business
- Minimum of 5 years of Operations, Financial/Banking/BPO industry, or Project Management experience
- Experience in product knowledge of Corporate & Investment Banking services, particularly in securities operations, brokerage, and/or custody operations
- Strong problem solving and solutions management competencies; displaying great analytical skills, problem-solving, stakeholder management, complaints or escalations handling
- Ability to lead and direct projects and meetings; demonstrated abilities to influence and negotiate with peers and more senior professionals
- Solid organizational and time management skills; ability to manage multiple and conflicting priorities in a global environment.
- Strategic thinker with ability to address future state requirements, forward thinking mindset
- Ability to communicate and interact comfortably with senior management across a global environment
- Ability to create partnerships across functional lines of business and subject matter expert
- Ability to adapt to a fast paced environment
- Must be proficient in Microsoft Office suite: Excel, PowerPoint and Word
Preferred qualifications, capabilities, and skills:
- Experience in Fund Servicing and Payment Operations is a plus
- Strong leadership skills, initiative, self-starter, and results oriented demeanor
Work schedule:
You must be willing to work schedules during our operating hours with shift schedules APAC or EMEA (may include evenings, holidays, weekends depending on business need). Specific information will be provided by the recruiter. This position requires that you attend the training as scheduled. The hours may not coincide with your regularly scheduled hours.
You will be required to attend training onsite, regardless of your work location. Your schedule and work location will be established based on business needs (e.g., working onsite, at your home office, or a combination of both).
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