JPMorganChase · 17 hours ago
Account Manager II
Plano, TX
Full-time
Onsite
Mid, Senior Level
5+ years expJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a diverse clientele. As an Account Manager II, you will optimize billing operations, enhance client satisfaction, and collaborate with cross-functional teams to ensure accurate fee structures and efficient processes.
Asset ManagementBankingFinancial Services
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
Qualification
Required
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
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
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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