Location: Metro Manila, National Capital Region, Philippines

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

 

 

As a Client Ops Associate II (Manager) 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 Commercial & 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:

• Manage the Billing Setup processes to provide invoices within SLA 
• Build and maintain rapport with external contacts integral to the billing process (e.g. Revenue Management, Relationship Management, Client Service, Clients) 
• Improve and maintain the overall communication of the team with both internal and external contacts  
• Research inquiries and address difficult issues escalated by the onboarding analysts or outside contacts 
• Manage the administrative functions (attendance records, overtime pay, performance management etc.) of the team 
• Monitor Setup metrics (productivity, cycle time, error rates, client satisfaction) and report to senior leadership
• Reduce the number and financial impact of past due unbilled invoices due to new or repriced business 
• Maintain focus on issues that impact revenue 
• Ability to lead and motivate team and interact with all levels of management. Ability to coach and develop individual team members. Ability to be flexible, follow tight deadlines, organize and prioritize work
• Handle escalated items with the appropriate level of focus 
• Reviews SOPs and updates through Change Management where necessary. Lead process improvement initiatives aimed to reduce manual process or for improvement of client experience. Partner effectively with Risk Management to ensure adequate risk mitigation strategies are in place and followed

 

Required qualifications, skills and capabilities

• 7+ years of Operations, Financial/Banking/BPO industry, or Project Management experience
• Must be proficient in Microsoft Office suite: Excel, PowerPoint and Word
• Strong problem solving and solutions management competencies; displaying great analytical and problem-solving skills, stakeholder management, complaints/escalations handling
• Ability to adapt to a Fast-paced environment should have solid organizational and task management skills; ability to manage multiple and conflicting priorities in a Global environment
• Ability to lead and direct projects and meetings; demonstrated abilities to influence and negotiate with peers and more senior professionals 
• Strong leadership and team management skills, with the ability to inspire and motivate a team to achieve high performance. 
• 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 experts

 

Preferred qualifications, skills and capabilities

• Bachelor Degree - Accounting, Finance, Management, or Business preferred
• Previous experience with Billing Operations, Securities Services Operations, Brokerage and/or Custody Operations a plus 
• Knowledge on Alteryx, Tableau, UiPath, SQL, MS Access a plus   

 

Shift Schedule: EMEA (2pm-11pm PHT) but should be flexible to do APAC hours, if needed 

 

Lead precise, timely billing to elevate customer experiences and promote ongoing improvements in how billing is delivered.