Posted 17 days ago
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The Account Manager II (Inquiry Management Associate II) in Billing Operations will own end-to-end resolution of client billing inquiries, performing deep-dive issue analysis and root-cause and financial impact assessments. The role requires proactive collaboration with Client Service, Sales/Relationship Management, Product Management, Pricing, Financial Controllers, Compliance, and Risk teams to resolve issues and drive reporting. The person will manage a prioritized work queue, communicate proactively with clients and partners, and lead process improvement and risk-control efforts to enhance Inquiry Management.
- Compensation
- Not specified
- City
- Plano
- Country
- United States
Currency: Not specified
Full Job Description
Location: Plano, TX, United States
Do you enjoy analyzing complex data, providing solutions, and working with key stakeholders?
Job Summary
As an Inquiry Management Associate II in Billing Operations, you will provide proactive, consultative services to internal stakeholders and clients, taking end-to-end ownership of client inquiry resolution. You will collaborate closely with other Billing Operations sub-teams and key partners to ensure timely and accurate resolution of client billing inquiries and impact analysis. The Global Billing Inquiry Management team manages the receipt of inquiries, conducts root cause analysis of potential invoicing errors, and coordinates with stakeholders for reporting and resolution. In this role, you will partner with teams such as Client Service, Sales/Relationship Management, Product Management, Pricing, Financial Controllers, Compliance, and Risk Management.
As an Inquiry Management Associate II in Billing Operations, you will provide proactive, consultative services to internal stakeholders and clients, taking end-to-end ownership of client inquiry resolution. You will collaborate closely with other Billing Operations sub-teams and key partners to ensure timely and accurate resolution of client billing inquiries and impact analysis. The Global Billing Inquiry Management team manages the receipt of inquiries, conducts root cause analysis of potential invoicing errors, and coordinates with stakeholders for reporting and resolution. In this role, you will partner with teams such as Client Service, Sales/Relationship Management, Product Management, Pricing, Financial Controllers, Compliance, and Risk Management.
Job ResponsibilitiesManage the timeliness and accuracy of inquiries received by the Inquiry Management team, ensuring your work queue is prioritized and deadlines are met. Perform deep-dive issue analysis, identify root causes and financial impacts, and collaborate with stakeholders to resolve issues for clients and the firm. Communicate proactively and responsively with clients and business partners, actively listening to understand needs and taking ownership of all communications. Serve as a trusted partner by providing exceptional service, taking ownership of requirements, and seeking input from peers and partners as needed. Anticipate client and business partner needs, delivering tailored solutions and adapting communication for different audiences. Display a process improvement and change management mindset, challenging established methods and driving enhancements to Inquiry Management processes. Proactively address control and risk management, identifying process gaps and escalating issues to benefit the business and clients.
Required Qualifications, Capabilities, and SkillsProactive critical thinker with three years of operational experience, in corporate and investment back-office operations and processes. Strong analytical and creative problem-solving skills, with the ability to anticipate client needs and collaborate on innovative solutions. Proficient in analyzing large data sets with advanced Excel skills, including pivot tables and nested formulas; able to understand complex accounting methodologies and apply them to manual calculations. Excellent organizational and time management skills, with the ability to prioritize and manage multiple tasks in a fast-paced, global environment. Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, and Word). Experience in securities operations, brokerage, or custody operations. Strong team collaboration skills, with the ability to adapt to dynamic environments and work effectively across teams.
Preferred Qualifications, Capabilities, and SkillsStrong analytical, problem-solving, and solutions management skills. Strategic and results-driven thinker with a forward-thinking mindset and the ability to address future-state requirements. Comfortable interacting with senior management in a global environment. Proven ability to build cross-functional partnerships and serve as a subject matter expert in key areas. Deliver proactive inquiry resolution and collaborate with stakeholders to drive process improvements in Billing Operations.
Job Details
ExperiencedNo visa sponsorship
Not specified
Currency not set
City: Plano
Country: United States
The Account Manager II (Inquiry Management Associate II) in Billing Operations will own end-to-end resolution of client billing inquiries, performing deep-dive issue analysis and root-cause and financial impact assessments. The role requires proactive collaboration with Client Service, Sales/Relationship Management, Product Management, Pricing, Financial Controllers, Compliance, and Risk teams to resolve issues and drive reporting. The person will manage a prioritized work queue, communicate proactively with clients and partners, and lead process improvement and risk-control efforts to enhance Inquiry Management.
Full Job Description
Location: Plano, TX, United States
Do you enjoy analyzing complex data, providing solutions, and working with key stakeholders?
Job Summary
As an Inquiry Management Associate II in Billing Operations, you will provide proactive, consultative services to internal stakeholders and clients, taking end-to-end ownership of client inquiry resolution. You will collaborate closely with other Billing Operations sub-teams and key partners to ensure timely and accurate resolution of client billing inquiries and impact analysis. The Global Billing Inquiry Management team manages the receipt of inquiries, conducts root cause analysis of potential invoicing errors, and coordinates with stakeholders for reporting and resolution. In this role, you will partner with teams such as Client Service, Sales/Relationship Management, Product Management, Pricing, Financial Controllers, Compliance, and Risk Management.
As an Inquiry Management Associate II in Billing Operations, you will provide proactive, consultative services to internal stakeholders and clients, taking end-to-end ownership of client inquiry resolution. You will collaborate closely with other Billing Operations sub-teams and key partners to ensure timely and accurate resolution of client billing inquiries and impact analysis. The Global Billing Inquiry Management team manages the receipt of inquiries, conducts root cause analysis of potential invoicing errors, and coordinates with stakeholders for reporting and resolution. In this role, you will partner with teams such as Client Service, Sales/Relationship Management, Product Management, Pricing, Financial Controllers, Compliance, and Risk Management.
Job ResponsibilitiesManage the timeliness and accuracy of inquiries received by the Inquiry Management team, ensuring your work queue is prioritized and deadlines are met. Perform deep-dive issue analysis, identify root causes and financial impacts, and collaborate with stakeholders to resolve issues for clients and the firm. Communicate proactively and responsively with clients and business partners, actively listening to understand needs and taking ownership of all communications. Serve as a trusted partner by providing exceptional service, taking ownership of requirements, and seeking input from peers and partners as needed. Anticipate client and business partner needs, delivering tailored solutions and adapting communication for different audiences. Display a process improvement and change management mindset, challenging established methods and driving enhancements to Inquiry Management processes. Proactively address control and risk management, identifying process gaps and escalating issues to benefit the business and clients. 
Required Qualifications, Capabilities, and SkillsProactive critical thinker with three years of operational experience, in corporate and investment back-office operations and processes. Strong analytical and creative problem-solving skills, with the ability to anticipate client needs and collaborate on innovative solutions. Proficient in analyzing large data sets with advanced Excel skills, including pivot tables and nested formulas; able to understand complex accounting methodologies and apply them to manual calculations. Excellent organizational and time management skills, with the ability to prioritize and manage multiple tasks in a fast-paced, global environment. Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, and Word). Experience in securities operations, brokerage, or custody operations. Strong team collaboration skills, with the ability to adapt to dynamic environments and work effectively across teams.
Preferred Qualifications, Capabilities, and SkillsStrong analytical, problem-solving, and solutions management skills. Strategic and results-driven thinker with a forward-thinking mindset and the ability to address future-state requirements. Comfortable interacting with senior management in a global environment. Proven ability to build cross-functional partnerships and serve as a subject matter expert in key areas. Deliver proactive inquiry resolution and collaborate with stakeholders to drive process improvements in Billing Operations.
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