Account Manager I - Billing Operations, Invoice Production

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? 

As a key member of the Global Billing Operations team, you ensure management of timely production and delivery of invoices, follow up to fee billing related inquiries, effective handling of escalations, efficient closure of inquiries raised by client services and the stakeholders for billing invoices and agreements, providing guidance to analysts and recommendations to senior management on process improvement and manual process reduction.

Job Responsibilities

• Take ownership and accountability of the Invoice Production and Invoice Delivery processes through execution of deliverables and special initiatives, and the management of multiple deadlines


• Serve as a trusted partner and key advisor to the business and clients by providing exceptional service and ownership. Build proficiency with technology and systems, highly capable of applying knowledge to operations and understanding the overall infrastructure and business implications. 


• Execute and deliver strategic and tactical plans, including automation and process reengineering initiatives, with an ability to anticipate and overcome barriers. 


• Think analytically and creatively to proactively seek out best practices, anticipate clients’ future needs, and collaborate on ideas with others. Motivate oneself to think independently to take ownership of client and business requirements, seek input from stakeholders as applicable, and then initiate change. Maintain an entrepreneurial spirit and act as if firm’s goals and objectives are their own and measure own performance against business objectives. 


• Approach consultatively, understanding and anticipating client and business collaborate needs and proactively delivering solutions. Improve continuously and manage change with a mindset questioning conventional ways of managing the business and promoting change to improve processes.


• Control proactively and manage risk, addressing gaps in processes and escalating issues to benefit the business and clients in a dynamic environment.


• Inspire and motivate others by understanding business drivers, developing and articulating the value proposition, challenging the status quo, and modeling desired behaviors and outcomes. 


• Act as a responsive communicator, maintaining frequent contact with business collaborates, listening to understand needs, and taking ownership of incoming and outgoing messages.


• Communicate verbally and in writing, tailoring to the audience and crafting based on feedback and cues from others. 


• Formulate training and career development plans that incorporate required product, market, process and technology capabilities across all business groups that service clients.

Required qualifications, skills and capabilities

• 7+ years of Operations, Financial/Banking/BPO industry, or Project Management experience


• Minimum of 2 years Operational Management experience; and/or back-office operations and processes


• Must be proficient in Microsoft Office suite especially in Excel


• Strong problem solving and solutions management competencies; displaying great analytical and problem-solving skills, stakeholder management, complaints/escalations handling


• Ability to adapt to a Fast-paced environment – should have solid organizational and task management skills; ability to manage multiple and conflicting priorities in a Global environment


• Ability to lead and direct projects and meetings; demonstrated abilities to influence and negotiate with peers and more senior professionals 


• Strong leadership skills, initiative, self-starter, and results oriented demeanor 


• Strategic thinker with ability to address future state requirements, forward thinking mindset 


• Ability to communicate and interact comfortably with senior management across a global environment 


• Ability to create partnerships across functional lines of business and subject matter experts

Preferred qualifications, skills and capabilities

• Bachelor Degree - Accounting, Finance, Management, or Business preferred


• Previous experience with Billing Operations, Securities Services Operations, Brokerage and/or Custody Operations a plus 


• Knowledge on Alteryx, Tableau, UiPath, SQL, MS Access a plus   

Shift Schedule: EMEA (2pm-11pm or 3pm-12am PHT) but should be flexible to do APAC hours, if needed