Location: Shanghai, China

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 Bank’s 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

• Bachelor’s 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.). Experience in data analytics tools would be a plus (Alteryx, Tableau etc)

Digital Document Services - Documentation Management Specialist