Client Billing Operations (CBO) supports the end-to-end Billing process for the global business units within both Securities Services and Escrow Services. These global Corporate and Investment Banking clients use Custody, Cash & Liquidity, Collateral Management, Accounting, Transfer Agency, Investment Analytics, Trust & Fiduciary, Middle Office Outsourcing, Foreign Exchange, and other products and services related to servicing assets for traditional and alternative funds. The department is comprised of 140 full-time professionals located in Plano, TX and Manila, Philippines.

As a Billing Setup Associate II in CBO, you will be responsible for the accurate and timely setup of new clients, rate renegotiations, and product/service implementations within the billing platform. This individual will collaborate closely with internal stakeholders and other CBO sub-teams to ensure timely setup of client onboards and reprices. The Global Billing Setup team manages receipt of client requests, onboarding and setup to the billing application, and engagement with key stakeholders for addressing concerns and responding to inquiries. This role partners with various internal teams such as Client Service, Sales/Relationship Management, Product Management, and Pricing.

Job Responsibilities:

• Manage timeliness and accuracy of onboard/reprices cases, ensuring individual work queue is appropriately managed at the highest level through the delivery and follow-up of cases and management of multiple deadlines
• Act 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:

• Self-starter who takes initiative with 1+ years operational experience in Corporate & Investment bank back-office operations and processes

• Analytical and creative thinker who proactively seeks out best practices, anticipates clients’ future needs, and collaborates on ideas with others

• Ability to analyze large data sets

• Strong organizational and time management skills; ability to manage multiple and conflicting priorities in a global environment.

• Proficient in Microsoft Office suite: Excel, PowerPoint, and Word

• Ability to adapt to a fast-paced environment and effectively collaborate within a team

Preferred Qualifications, Capabilities, and Skills:

• Strong analytical, problem solving and solutions management skills

• Previous experience with securities operations, brokerage and/or custody operations a plus

• Strategic thinker who is results oriented with the ability to address future state requirements, forward thinking mindset

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

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