Securities Services Client Billing Operations (CBO) - Inquiry Management Associate II

Intro Marketing Language : 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 CIB 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.Job Summary : 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 Self-motivated 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 3 years operational experience, preferably 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 Previous experience with securities operations, brokerage and / or custody operations a plus 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 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