JPMorganChase · 1 day ago
Account Manager II
8181 Communications Pkwy Bldg A, Plano, TX, 75024, US
Full-time
Onsite
Mid Level
3+ years expJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions globally. The role of Inquiry Management Associate II in Billing Operations involves providing consultative services to internal stakeholders and clients, managing client inquiry resolution, and collaborating with various teams to ensure timely and accurate billing inquiries resolution.
Asset ManagementBankingFinancial 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
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
Preferred
Strong 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
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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