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.)
ABOUT USJ.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.
ABOUT THE TEAMJ.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.
