Coordinate client documentation management for Securities Services, ensuring compliance, classification, and efficient workflows. Provide support for audits and address inquiries.
Job Description
Join our innovative team at JPMorgan Chase & Co., where we leverage cutting-edge technology to revolutionize client documentation and data life-cycle management.
Job Summary: As a Client Account Documentation Specialist within the Digital Documentation Services (DDS) Operations team, you will coordinate all aspects related to Securities Services client end-to-end account documentation management, including client onboarding, account maintenance, account closure, and other product-related services. You will oversee the lifecycle of documents, ensuring proper classification, maintenance, retrieval, and compliance with organizational policies. Your role supports efficient document workflows and ensures the organization meets regulatory compliance standards.
Job Responsibilities:
Required Qualifications, Skills, and Capabilities:
Preferred Qualifications, Skills, and Capabilities:
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Join our innovative team at JPMorgan Chase & Co., where we leverage cutting-edge technology to revolutionize client documentation and data life-cycle management.
Job Summary: As a Client Account Documentation Specialist within the Digital Documentation Services (DDS) Operations team, you will coordinate all aspects related to Securities Services client end-to-end account documentation management, including client onboarding, account maintenance, account closure, and other product-related services. You will oversee the lifecycle of documents, ensuring proper classification, maintenance, retrieval, and compliance with organizational policies. Your role supports efficient document workflows and ensures the organization meets regulatory compliance standards.
Job Responsibilities:
- Manage end-to-end account documentation for Securities Services clients, including client onboarding, account maintenance, and account closure.
- Support the maintenance of a centralized repository, including scanning and indexing of client documentation.
- Provide timely information to stakeholders on pending requests and possible impacts on other processes.
- Ensure documentation conforms to business legal guidelines, policies, and standards, including risk mitigation through adherence to the control framework.
- Identify and escalate issues promptly and timely, which may impact service.
- Maintain control of the environment in respect of JPMorgan & Chase Co. policies and local regulatory rules.
- Provide operational support to supply audit/compliance/regulator/stakeholders with query handling, documentation, and analysis as required.
Required Qualifications, Skills, and Capabilities:
- University/Bachelor's degree.
- 2 years' experience with client documentation management or strong financial systems integration experience with client systems.
- Detail-oriented and methodical.
- Strong teamwork and partnership.
Preferred Qualifications, Skills, and Capabilities:
- Strong and effective communication (verbal and written) and presentation skills.
- Demonstrable self-motivation, initiation, and strong customer focus.
- Superior analytical skills with proven experience and skills in diagnosing problems.
- Willing to work in night shifts.
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
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