Job Description
You are a strategic thinker and passionate about driving solutions. You have found the right team.
As a Reference Data Specialist in the Digital Documentation Services Operations team, you will be responsible for coordinating all aspects related to Securities Services client end-to-end account documentation management. This includes client onboarding, account maintenance, account closure, and other product-related services. You will also be responsible for ensuring the organization meets regulatory compliance standards and providing operational support to supply audit/compliance/regulator/stakeholder's with query handling, documentation, and analysis as required.
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 to 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 that may impact service.
- Maintain control of the environment in respect of JPMorgan & Chase Co. policies and local regulatory rules.
- Provide operational support for audit, compliance, regulator, and stakeholder queries, including documentation and analysis.
- Work closely with managers to provide feedback for process improvement.
- Provide administration support, tracking, and reporting as required.
- Perform due diligence processes and control-related activities, ensuring client deliverables are met with timeliness and accuracy.
- Regularly review procedures to ensure new processes are documented, prepare MIS/Scorecard as required, and monitor MIS data to resolve issues expediently, maintaining a client-focused and result-oriented approach.
Required qualifications, capabilities and skills'
- Hold a University/Bachelor's degree.
- Have 2+ years experience with client documentation management or strong financial systems integration experience with client systems.
- Be detail-oriented and methodical, with strong analytical skills.
- Exhibit good time management and organizational skills.
- Demonstrate strong teamwork and partnership abilities.
- Possess strong and effective communication (verbal and written) and presentation skills.
- Show self-motivation, initiation, and a strong customer focus.
- Have superior analytical skills with proven experience in diagnosing problems.
- Be able to work independently and willing to work night shifts.
- Possess strong computer skills (MS Excel, Word, PPT, Outlook, etc.).
- Understand the financial services industry, products, and processes, with attention to detail and the ability to perform tasks with a high degree of accuracy.
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.
