Account Manager I – Client Billing Operations (Inquiry Management Team - Investigation / Data Analysis / Data Review) (Commercial & Investment Bank)

Location: Metro Manila, National Capital Region, Philippines

Job Family: Account Service

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client-focused solutions. As an Account Manager I in Client Billing Operations on the Inquiry Management Team, you will play a vital role in supporting the Commercial & Investment Bank by managing end-to-end billing processes for our global clients. Based in Metro Manila, Philippines, this position within the Account Service category involves investigating billing inquiries, performing data analysis, and reviewing data to ensure accuracy, compliance, and seamless client experiences. You will contribute to maintaining the high standards of service that define JP Morgan Chase, helping to mitigate risks and drive operational excellence in a dynamic financial environment. Your primary focus will be on resolving complex billing issues through meticulous investigation and data-driven insights. This includes validating invoices against client contracts, identifying discrepancies, and collaborating with internal teams to implement corrective actions. In the fast-paced world of commercial and investment banking, where precision is paramount, you will ensure all activities align with regulatory requirements such as SOX and international data privacy laws. By leveraging analytical tools and your expertise in financial operations, you will not only address immediate client needs but also contribute to process enhancements that support JP Morgan Chase's commitment to innovation and efficiency. This role offers an opportunity to grow within a world-class organization, where exceptional client service is at the heart of everything we do. You will interact with diverse stakeholders across global markets, honing your skills in communication, problem-solving, and financial acumen. JP Morgan Chase values diversity and inclusion, providing a supportive culture with robust professional development resources to advance your career in the financial services industry.

Key Responsibilities

• Manage end-to-end billing inquiries for global Commercial & Investment Bank clients, including investigation, data analysis, and resolution
• Review and validate billing data to ensure accuracy, compliance with regulatory standards, and alignment with client agreements
• Conduct thorough investigations into billing discrepancies, utilizing data review techniques to identify root causes
• Collaborate with cross-functional teams, including sales, finance, and compliance, to resolve complex client issues
• Provide exceptional client service by responding to inquiries promptly and maintaining detailed records of interactions
• Analyze billing trends and generate reports to support process improvements and risk mitigation
• Ensure adherence to JP Morgan Chase policies, financial regulations, and data privacy standards (e.g., GDPR, SOX)
• Support audit processes by preparing documentation and responding to internal/external queries
• Contribute to team initiatives for enhancing operational efficiency in inquiry management
• Monitor and escalate high-risk billing issues to senior management as needed

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Accounting, or a related field
• Minimum of 2 years of experience in billing operations, client services, or financial services support
• Strong understanding of billing processes and compliance requirements in the financial industry
• Proficiency in data analysis tools and Microsoft Office Suite, particularly Excel
• Excellent communication skills with the ability to interact with global clients
• Ability to work in a fast-paced, high-volume environment with attention to detail
• Legal right to work in the Philippines

Preferred Qualifications

• Experience in the Commercial & Investment Banking sector
• Knowledge of JP Morgan Chase systems and processes
• Certification in financial operations or data analysis (e.g., CFA Level 1 or equivalent)
• Previous exposure to inquiry management or client dispute resolution
• Fluency in English and additional languages such as Mandarin or Spanish

Required Skills

• Data analysis and interpretation
• Billing and invoicing expertise
• Inquiry investigation techniques
• Regulatory compliance knowledge
• Client relationship management
• Proficiency in Excel and data visualization tools
• Problem-solving and critical thinking
• Attention to detail and accuracy
• Effective verbal and written communication
• Time management in high-pressure environments
• Team collaboration and stakeholder engagement
• Financial services terminology
• Risk assessment and mitigation
• Report generation and documentation
• Adaptability to changing priorities

Benefits

• Competitive base salary and performance-based bonuses aligned with JP Morgan Chase standards
• Comprehensive health, dental, and vision insurance coverage for employees and dependents
• Retirement savings plan with company matching contributions
• Paid time off, including vacation, sick leave, and parental leave
• Professional development programs, including tuition reimbursement and access to internal training
• Employee wellness programs with gym memberships and mental health support
• Flexible work arrangements, including hybrid options in Metro Manila
• Global mobility opportunities within JP Morgan Chase's international network

JP Morgan Chase is an equal opportunity employer.