Full Job Description

Location: Plano, TX, United States

Step into a role where your expertise shapes the future of client experience and operational excellence. As an Account Manager II, you’ll be at the heart of innovation, driving impactful solutions that enhance our billing processes and client satisfaction. Join a team that values your ideas, encourages growth, and empowers you to make a real difference every day. Here, your contributions are recognized, and your career can thrive in a dynamic, collaborative environment. Discover the opportunity to lead, influence, and grow with us.

As an Account Manager II within the Inputs and Fee Implementation team, you play a pivotal role in optimizing billing operations and elevating client satisfaction. You collaborate with cross-functional teams to ensure fee structures are accurately implemented and operational processes run smoothly. You help us build scalable solutions, improve efficiency, and deliver exceptional service to our clients. Together, we create a culture of innovation, accountability, and continuous improvement.

Job responsibilities

Analyze requests for new price points and apply them accurately and promptly in the billing platform

Coordinate with Product, Pricing, and Billing Architecture teams to ensure fee structures are correctly reflected on invoices

Process and complete assigned data feeds within expected service level agreements (SLAs)

Facilitate collaboration among billing functions to produce and deliver invoices on time

Execute strategies to build scalable operations that enhance client experience and operational control

Remain accountable for local operations performance and project outcomes

Develop deployment strategies for steady-state operations, oversee activities, and facilitate issue resolution

Identify and manage operational risks, ensuring effective communication and escalation of issues and priorities

Monitor individual and team performance metrics to ensure quality and efficiency in implementing initiatives

Align the function to maximize impact and effectiveness while meeting KPI and KRI targets

Foster a culture of transparency, proactive engagement, and continuous improvement with stakeholders

Required qualifications, capabilities, and skills

5 years of relevant operations experience

Bachelor’s Degree in Finance, Accounting, Business, Economics, or Information Systems

Product knowledge of Corporate and Investment Banking services

Strong attention to detail and logical reasoning

Highly analytical with strong problem-solving skills

Excellent written and verbal communication abilities

Ability to prioritize, execute deliverables, and resolve issues with personal accountability

Proven experience building partnerships with business, operations, technology, and key stakeholders

Demonstrated ability to drive process change and operational efficiencies

Proficiency in Microsoft Office suite for analysis, reporting, and data interpretation

Preferred qualifications, capabilities, and skills

Knowledge and background in Fund Services Operations

Strong proficiency in SQL for data extraction, validation, and analysis

Advanced Excel skills, including Pivot Tables, VLOOKUP, and Macros

Experience with Intelligent Automation tools (Alteryx) and Business Intelligence platforms (Tableau, Power BI)

Demonstrated leadership, initiative, and results-oriented approach

Optimize billing operations and elevate client satisfaction

Bulge Bracket Investment Banks

17 days ago

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Account Manager II

at J.P. Morgan

ExperiencedNo visa sponsorship

Not specified

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City: Plano

Country: United States

The Account Manager II will drive billing operations and fee implementation within the Inputs and Fee Implementation team, ensuring fee structures are accurately reflected on client invoices. You will coordinate with Product, Pricing, and Billing Architecture teams, process data feeds within SLAs, and facilitate cross-functional collaboration to deliver invoices on time. The role emphasizes building scalable operations, managing operational risks, monitoring performance metrics, and continuously improving client experience and operational control.

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