Great opportunity to join the EMEA Client Documentation Team and support seamless client onboarding,
As a Private Bank Client Documentation Associate in the EMEA Client Documentation (DOX) Team, you will act as a subject-matter expert on our inventory of documents across all EMEA locations, playing a pivotal role in enabling the bank to onboard clients seamlessly and deliver services in accordance with applicable laws and regulations. In addition, you will contribute to transformation initiatives that will shape the International Private Bank's future model for storing and accessing templates through current and strategic user-interface tools.
The EMEA Client Documentation (DOX) Team is part of the Client Operations Business Sustainment Organisation (BSO), with a particular focus on creating and maintaining the relevant Private Bank templates used to support the onboarding and ongoing maintenance of client relationships.
This is an exciting opportunity to join a team with a fast-paced transformation agenda, offering visibility to senior stakeholders across Client Operations, Controls, Compliance and Transformation, while building a broad internal network across the EMEA franchise.
Job Responsibilities- Create, update and coordinate changes to form templates, ranging from complex documents such as Application Forms and Client Terms to forms used to update tax information, personal details, authorities or contacts.
- Manage stakeholders across various departments to review and approve changes, including Legal, Compliance, Corporate Tax, Tax Operations, and Client Operations subject-matter experts.
- Maintain accurate static data for form templates within relevant systems.
- Work with technology and product teams to develop solutions that improve the client experience, including digital signing, online access to forms and forms with dynamic content.
- Embrace opportunities to rethink and innovate forms and processes to improve efficiency and effectiveness.
- Work independently and complete tasks within established timeframes in a fast-paced environment.
Required Qualifications, Capabilities and Skills- Excellent written and verbal communication skills.
- Ability to communicate clearly and manage stakeholders across different branches.
- Strong analytical and problem-solving skills, with sound judgement in a complex control environment.
- Excellent attention to detail, with the ability to multitask, prioritise and meet tight deadlines.
- Strong interpersonal skills, with the ability to work both independently and collaboratively as part of a team.
Preferred Qualifications, Capabilities and Skills- Business-level fluency in French, Italian, German or Spanish is an advantage.
- Project management experience is preferred.
- Strong working knowledge of Microsoft Excel, including pivot tables and VLOOKUP, as well as PowerPoint, Word and Visio; experience with Alteryx, automation or AI tools is an advantage.
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 Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
