Client Ops Associate I - Billing Operations

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
• 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