Job Description
Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the AWM US Fees and Billing team and partner with global AWM operations.
Job Summary
As an Operations Team Leader you will be supporting US Private bank Fees and Billing function that consistently strives to meet increasingly complex client and industry demands. This is a unique opportunity to understand Asset Management and Wealth Management business, while applying your skillsets and experience to add value to the team and the process. You will be accountable for achieving key service metrics, meeting and exceeding productivity goals, ensuring stakeholder satisfaction, managing and implementing ongoing improvement initiatives, while maintaining adherence to risk and controls guidelines.
Job Responsibilities :
As Operations Team Leader in Fees and Billing Team you will be primarily responsible for:
- Set-up and re-price new Fee Schedules
- Account Closures and Waivers
- Participate in discussions related to controls and responsible for running Control Reports
- Maintaining fee documents and procedures
- Producing MIS and trend analysis
- Answering Front-office queries across WHEM region in a timely and accurate manner
- Reconciling various books to ensure accurate accounting
- Testing effort during projects and discussions
- Participate in SOX testing, if required, and ensuring compliance with procedures
- Contribute during ideation to achieve capacity related targets set for the year
Required qualifications, capabilities, and skills :
- Graduate / Post Graduate with 3+ years of working experience with fees, billing or an individual with a general understanding of fees and billing mechanism will be preferred
- Experience with query and stakeholder management
- Excellent written and verbal communication skills
- Intermediate/advanced proficiency with basic Microsoft tools such as excel
- Strong analytical skills, methodical and able to scrutinize the details
- Ability to perform in a fast paced environment and handle multiple tasks
- Champions our How We Do Business culture at all times, and applies a preventative controls mind-set wherever possible to manage & mitigate risk
- Strong Client focus
- Ownership of issues, deliverables and proactive approach to problem solving
- Engages in practices that inform, empower and enable team members to optimally deliver against their business goals
- Flexible to work during evening shifts (5.30pm - 2.30am or 6.30pm - 3.30am)
Preferred qualifications, capabilities, and skills
- Leverages data and digital skills to create new insights and deliver well designed outcomes.
- Applies innovation and design thinking techniques to continually challenge and improve the efficiency, scale, and resilience of our operating processes
- Knowledge of IA, AI and LLM tools with ability to analyze tool fitment will be preferred.
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 Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
