Digital Document Services - Documentation Management Specialist - Analyst

JPMorgan Chase

Shanghai, China19h ago

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Key details

Location: Shanghai, China
Work style: Onsite
Level: Mid level
Job type: Full-time
Experience: 2–5 yrs
Function: Operations & Strategy
Focus area: other
Posted: 19h ago

Skills

alteryxdata analysisexcelmicrosoft officemicrosoft wordpowerpointtableauvba

About the role

Job Responsibilities

Manage end-to-end account documentation for Payments and Markets clients, including client onboarding, account maintenance, account closure.
Validate the document based on Firm’s guidelines, such as signature verification and client call back.
Review existing document available that can be leveraged to support the validation, including reference to public available information platform to confirm the authorized signers where applicable.
Index document into approved Firm’s repositories according to SOP to ensure the accuracy of metadata tagging.
Monitor the incoming requests and queries from various stakeholders.
Identify and communicate business partner requirements and escalate outstanding issues in a timely manner.
Drive the implementation and execution of global DDS mandates and objectives.
Record and track the status of each case including but not limited to special approval according to approval matrix, reporting and escalating to service recipient and other internal stakeholders.
Prepare MIS report as required by consolidating various data source according to pre-defined report logic.
General understanding of and execute internal procedural guidelines, policies (as well as related internal procedures and standards) in accordance with local and global principles.
Ensure Standard Operating Procedures are updated reflecting the latest process.
Design, monitor, review and develop efficient client documents handling process, systems, and workflow by working closely with multiple functions and teams for thorough identification of responsibilities.
Provide operational support to supply audit / compliance / regulator with query handling, analysis as required.
Previous experiences related to or a deep understanding of local regulations/legal guideline on corporate client documentation requirement would be an advantage.

Required qualifications, capabilities, and skills

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.). Data-driven professional with expertise in data analytics tools or automation skills would be a plus (Alteryx, Tableau, VBA etc.)

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.