Description

Make your mark in a global team that powers the revenue engine for our Securities Services clients. You will turn complex fee agreements into accurate, timely invoices that clients trust. Partner with product, pricing, and relationship teams to deliver a seamless onboarding and repricing experience. If you are detail‑oriented, collaborative, and energized by improving processes, this role offers meaningful impact and growth.

As an Associate I (Manager) in Billing Operations, you ensure accurate and timely billing for clients across Securities Services Operations. You translate client fee agreements into precise billing setups and drive end‑to‑end case execution. You partner closely with pricing, revenue, product, relationship, and client service teams to deliver a great client experience. Together, we streamline processes, strengthen controls, and elevate outcomes for our clients.

Job summary As an Associate I (Manager) in Billing Operations, you ensure accurate and timely billing for clients across Securities Services Operations. You translate client fee agreements into precise billing setups and drive end‑to‑end case execution. You partner closely with pricing, revenue, product, relationship, and client service teams to deliver a great client experience. Together, we streamline processes, strengthen controls, and elevate outcomes for our clients.

Job responsibilities

• Analyze client fee agreements and translate them into accurate billing setups.
• Process Billing Operations setup Smart Forms for client onboarding and repricing.
• Coordinate with Revenue Management, Pricing, Relationship Management, Product Operations, Client Service, and clients to gather complete data pre‑submission.
• Validate inputs and documentation to meet control and audit standards.
• Recommend optimal account and client structures that support accurate billing.
• Prioritize workload to meet defined service level agreements and tight deadlines.
• Escalate emerging issues promptly and partner with your manager to drive timely resolution and stakeholder alignment.
• Review assigned cases end‑to‑end and close within agreed service levels.
• Maintain and update standard operating procedures through the change management process.
• Lead or contribute to process improvements that reduce manual work and enhance client experience.
• Track and report business‑as‑usual metrics to support transparency and decision‑making.

Required qualifications, capabilities, and skills

• 5+ years of operations or processing experience in financial services.
• Bachelor's degree in Finance, Accounting, Business, Economics, Information Systems, or a related field.
• Working knowledge of operational processing, client management, and billing operations.
• Strong attention to detail with clear logical reasoning.
• Proficiency with Microsoft Excel, PowerPoint, and Word.
• Clear and concise written and verbal communication skills.
• Ability to build rapport and foster collaborative relationships.
• Demonstrated ability to partner with cross‑functional stakeholders critical to the billing setup process.
• Resilience and adaptability in a fast‑paced, high‑pressure environment.
• Strong organizational and time management skills; ability to manage multiple priorities in a global setting.
• Analytical problem solver with effective troubleshooting skills.

Preferred qualifications, capabilities, and skills

• Experience across Securities Services domains such as Custody, Fund Accounting, Fund Administration, Margin Services, Depositary, Global Derivatives Operations, or Securities Lending.
• Experience updating and governing standard operating procedures.
• Track record of leading or contributing to process improvement or automation to reduce manual effort.
• Familiarity with risk management practices and control design in an operations environment.
• Comfort collaborating across regions and time zones; willing to support late APAC and EMEA hours when required.
• Experience with case management and workflow tools used for billing setup.
• Advanced Excel skills for data validation and reconciliation.

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 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.

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.