Step into a role where your expertise shapes the future of client experience and operational excellence. As an Account Manager II, you’ll be at the heart of innovation, driving impactful solutions that enhance our billing processes and client satisfaction. Join a team that values your ideas, encourages growth, and empowers you to make a real difference every day. Here, your contributions are recognized, and your career can thrive in a dynamic, collaborative environment. Discover the opportunity to lead, influence, and grow with us.

 

As an Account Manager II within the Inputs and Fee Implementation team, you play a pivotal role in optimizing billing operations and elevating client satisfaction. You collaborate with cross-functional teams to ensure fee structures are accurately implemented and operational processes run smoothly. You help us build scalable solutions, improve efficiency, and deliver exceptional service to our clients. Together, we create a culture of innovation, accountability, and continuous improvement.

 

Job responsibilities

Analyze requests for new price points and apply them accurately and promptly in the billing platformCoordinate with Product, Pricing, and Billing Architecture teams to ensure fee structures are correctly reflected on invoicesProcess and complete assigned data feeds within expected service level agreements (SLAs)Facilitate collaboration among billing functions to produce and deliver invoices on timeExecute strategies to build scalable operations that enhance client experience and operational controlRemain accountable for local operations performance and project outcomesDevelop deployment strategies for steady-state operations, oversee activities, and facilitate issue resolutionIdentify and manage operational risks, ensuring effective communication and escalation of issues and prioritiesMonitor individual and team performance metrics to ensure quality and efficiency in implementing initiativesAlign the function to maximize impact and effectiveness while meeting KPI and KRI targetsFoster a culture of transparency, proactive engagement, and continuous improvement with stakeholders

Required qualifications, capabilities, and skills

5 years of relevant operations experienceBachelor’s Degree in Finance, Accounting, Business, Economics, or Information SystemsProduct knowledge of Corporate and Investment Banking servicesStrong attention to detail and logical reasoningHighly analytical with strong problem-solving skillsExcellent written and verbal communication abilitiesAbility to prioritize, execute deliverables, and resolve issues with personal accountabilityProven experience building partnerships with business, operations, technology, and key stakeholdersDemonstrated ability to drive process change and operational efficienciesProficiency in Microsoft Office suite for analysis, reporting, and data interpretation

Preferred qualifications, capabilities, and skills

Knowledge and background in Fund Services OperationsStrong proficiency in SQL for data extraction, validation, and analysisAdvanced Excel skills, including Pivot Tables, VLOOKUP, and MacrosExperience with Intelligent Automation tools (Alteryx) and Business Intelligence platforms (Tableau, Power BI)Demonstrated leadership, initiative, and results-oriented approach