Location: Shanghai, China

Job Description

 

Job Title:                      Documentation Management Specialist

Job Grade:                   Analyst 502

LOB:                            Digital Document Services, CIB Operations

Full time/Part time:    Full Time

 

 

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.

 

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 Signer 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

• Provide operational support to supply audit / compliance / regulator with query handling, documentation, analysis as required. 

• Ensure documentation conforms to the Banks legal guidelines and policies and standards, including risk mitigation through adherence to the control framework

• Ensure Standard Operating Procedures are updated reflecting the latest process.

• 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

• Previous experiences related to or a deep understanding of local regulations on corporate account related requirement would be an advantage

Qualifications

• Bachelors degree or above

• 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

• Must be a self-starter with the motivation, demonstration of initiative, and ownership mentality to think outside of the box as necessary

• Ability to multi-task, identify priorities, work independently and excellent execution mentality

• Proficient with MS Office (Excel, Word, PowerPoint etc.). Data-driven professional with expertise in data analytics tools or automation skills would be a plus (Alteryx, Tableau, VBA etc.)

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.