Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area?
As a Client Billing Operations Quality Verification Associate in Client Billing Operations, you review assigned setup cases end-to-end and complete them within defined service level agreements. You apply strong risk and control discipline, escalate issues early, and partner with stakeholders to drive timely resolution. You also contribute to continuous improvement efforts that reduce manual work and improve service quality.
Job Responsibilities
Review assigned client billing setup cases thoroughly and complete reviews within defined service level agreements
Identify issues, risks, or control gaps and escalate promptly to ensure appropriate oversight and stakeholder engagement
Partner with risk and control stakeholders to support effective risk mitigation and adherence to required controls
Document review outcomes clearly and maintain accurate case records
Contribute to process improvement initiatives that reduce manual effort and improve client experience
Support routine performance and quality metrics reporting for the team
Maintain and improve standard operating procedures to reflect new policies and ongoing risk management activities
Represent the team in forums, discussions, and working sessions as needed
Required qualifications, skills and capabilities
Knowledge of investor services products (for example: custody, fund administration, and fund accounting) relevant to billing setup and operational support
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Basic accounting knowledge to support accurate review and validation of billing-related setups
Demonstrated ability to manage time effectively and deliver work against critical deadlines
Demonstrated ability to communicate clearly in writing and verbally with internal and external stakeholders
Demonstrated ability to analyze issues, identify root causes, and propose practical resolutions
Risk and control awareness, including ability to prioritize work based on impact and urgency
Demonstrated ability to collaborate effectively to achieve shared team goals
Preferred qualifications, skills and capabilities
Experience contributing to continuous improvement initiatives (for example: simplifying steps, reducing rework, or improving quality checks)
Experience supporting operational performance reporting and quality metrics tracking
Experience maintaining procedure documentation and ensuring changes are reflected accurately and clearly
Demonstrated ability to coach or support peers through knowledge sharing and best practices
Shift: 2pm-11pm PHT