The Digital Documentation Services (DDS) Operations teams are responsible for supporting all JPM businesses for their client documentation & data life-cycle management from Documentation creation to digitization for distribution using innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
As a client account documentation specialist, you'll be responsible for coordinating all aspects related to Wholesale Payments client end-to-end account documentation management, including client onboarding (account opening, cash product onboarding), account maintenance, account closure and other account/product related services.
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Responsibilities
- Manage end-to-end account documentation for Payments clients, including client onboarding, account maintenance, account closure.
- Create account opening or product onboarding document package based on business request
- Perform required search within existing records in bank system, for a product set-up and account opening to assess documentation requirements
- Review & validation of Authorized Signor details, Negotiated Documents & perform Signature Verification
- Scanning & Indexing the documents to the centralized repository.
- Provide timely information to stakeholders on pending requests and possible impacts to other processes
- Ensure documentation conforms to the Bank's legal guidelines and policies and standards, including risk mitigation through adherence to the control framework
- Identify and escalate issues in a prompt and timely manner which may impact service
- Maintain control of the environment in respect of JPMorgan & Chase Co. policies and the local regulatory rules
- Provide operational support to supply audit / compliance / regulator with query handling, documentation, analysis as required.
Qualifications
- Minimum 2 years' working experience in back-office operations or account/cash operations of bank/financial industry
- Strong operational knowledge, with experience in handling corporate account/Payments product is preferred
- Highly organized and detail-oriented with the ability to work under pressure and high volume environment within tight deadlines and cut-off
- Fluent in speaking, reading & writing skills in both English & Chinese Mandarin
- Bachelor's degree or above
- Proficient with MS Office (Excel, Word, PowerPoint etc.). Experience in data analytics tools would be a plus (Alteryx, Tableau etc)
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.