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Chase · 1 day ago

Account Manager II

8181 Communications Pkwy Bldg A, Plano, TX, 75024, US

Full-time

Onsite

Mid Level

3+ years exp

Chase is a leading financial institution that offers innovative financial solutions. The Account Manager II will provide proactive, consultative services to internal stakeholders and clients, taking ownership of client inquiry resolution and collaborating with various teams to ensure accurate billing inquiries are managed.

BankingFinancial Services

Responsibilities

Manage 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

Qualification

Operational experienceAnalytical skillsAdvanced ExcelMicrosoft Office SuiteSecurities operationsProblem-solving skillsTeam collaborationOrganizational skillsTime management

Required

Proactive 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