Description

Do you enjoy analyzing complex data, providing solutions, and working with key stakeholders?

As an Inquiry Management Associate II in CBO, you will provide proactive, consultative services to our internal stakeholders and clients with end-to-end ownership of client inquiry resolution. This individual will collaborate closely with internal stakeholders and other CBO sub-teams to ensure timely resolution of client billing inquiries and impact analysis. The Global Billing Inquiry Management team manages receipt of inquiries, root cause analysis of potential invoicing errors, and coordinates with key stakeholders for reporting and resolution of identified issues. This role partners with various internal teams such as Client Service, Sales/Relationship Management, Product Management, Pricing, Financial Controllers, Compliance, Risk Management and Controls.

Job Responsibilities:

• Manage timeliness and accuracy of inquiries received by the Inquiry Management team, ensuring individual work queue is appropriately managed at the highest level through the delivery and follow-up of inquiries and management of multiple deadlines
• Perform deep dive issue analysis, identifying root cause / financial impact and collaborating with key stakeholders to identify appropriate resolution for the client and Firm
• Motivate and thinks independently. Be a proactive and responsive communicator, maintaining frequent contact with clients and business partners, actively listening to understand needs, and taking ownership of incoming and outgoing messages
• Be a trusted partner to the business and clients by providing exceptional service and taking ownership of requirements, seek input from peers and partners as needed.
• Understand and anticipate client/business partner needs and proactively deliver solutions with the ability to tailor verbal and written communication to different audiences
• Display a process improvement and change management mindset, questioning conventional / established methods and driving change to improve processes and the Inquiry Management
• Be proactive with control and risk management, addressing gaps in processes and escalating issues to benefit the business and clients.

Required qualifications, Capabilities, and Skills:

• Proactive critical thinker with 3 years operational experience, in Corporate & Investment back-office operations and processes.
• Strong analytical and creative problem-solving skills with the ability to anticipate clients' future needs and collaborate on innovative solutions.
• Proficient in analyzing large data sets with advanced Excel skills, including but not limited to pivot tables and nested formulas. Capable of understanding complex accounting methodologies and applying them to manual calculations.
• Excellent organizational and time management skills; ability to prioritize and manage multiple tasks in a fast-paced global environment.
• Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, and Word).
• Previous experience in securities operations, brokerage and/or custody operations.
• Strong team collaboration skills, with the ability to adapt to dynamic environments and work effectively across teams.

Preferred qualifications, Capabilities, and Skills:

• 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 expect in key areas.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.