Client Ops Associate I - Billing Operations

Posted Yesterday
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2 Locations
Remote or Hybrid
Entry level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Reviews client billing setup cases end-to-end within service-level agreements, identifies risks and control gaps, escalates issues, documents outcomes, and partners with stakeholders on resolution. The role supports process improvement, quality and performance reporting, procedure maintenance, and knowledge sharing while applying investor services and basic accounting knowledge.
Summary Generated by Built In

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? 

 


As a Client Billing Operations Quality Verification Associate in Client Billing Operations, you review assigned setup cases end-to-end and complete them within defined service level agreements. You apply strong risk and control discipline, escalate issues early, and partner with stakeholders to drive timely resolution. You also contribute to continuous improvement efforts that reduce manual work and improve service quality.


Job Responsibilities

  • Review assigned client billing setup cases thoroughly and complete reviews within defined service level agreements
  • Identify issues, risks, or control gaps and escalate promptly to ensure appropriate oversight and stakeholder engagement
  • Partner with risk and control stakeholders to support effective risk mitigation and adherence to required controls
  • Document review outcomes clearly and maintain accurate case records
  • Contribute to process improvement initiatives that reduce manual effort and improve client experience
  • Support routine performance and quality metrics reporting for the team
  • Maintain and improve standard operating procedures to reflect new policies and ongoing risk management activities
  • Represent the team in forums, discussions, and working sessions as needed

Required qualifications, skills and capabilities

  • Knowledge of investor services products (for example: custody, fund administration, and fund accounting) relevant to billing setup and operational support
  • Basic accounting knowledge to support accurate review and validation of billing-related setups
  • Demonstrated ability to manage time effectively and deliver work against critical deadlines
  • Demonstrated ability to communicate clearly in writing and verbally with internal and external stakeholders
  • Demonstrated ability to analyze issues, identify root causes, and propose practical resolutions
  • Risk and control awareness, including ability to prioritize work based on impact and urgency
  • Demonstrated ability to collaborate effectively to achieve shared team goals

Preferred qualifications, skills and capabilities

  • Experience contributing to continuous improvement initiatives (for example: simplifying steps, reducing rework, or improving quality checks)
  • Experience supporting operational performance reporting and quality metrics tracking
  • Experience maintaining procedure documentation and ensuring changes are reflected accurately and clearly
  • Demonstrated ability to coach or support peers through knowledge sharing and best practices

 

Shift: 2pm-11pm PHT

About Us

JPMorganChase, 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About the TeamJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

Skills Required

  • Knowledge of investor services products, including custody, fund administration, and fund accounting, relevant to billing setup and operational support
  • Basic accounting knowledge for reviewing and validating billing-related setups
  • Ability to manage time effectively and deliver work against critical deadlines
  • Clear written and verbal communication with internal and external stakeholders
  • Ability to analyze issues, identify root causes, and propose practical resolutions
  • Risk and control awareness, including prioritizing work based on impact and urgency
  • Ability to collaborate effectively to achieve shared team goals
  • Experience contributing to continuous improvement initiatives
  • Experience supporting operational performance reporting and quality metrics tracking
  • Experience maintaining procedure documentation and accurately reflecting changes
  • Ability to coach or support peers through knowledge sharing and best practices

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
  • Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
  • Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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