Digital Document Services - Client Data Analyst

Job Description

The Digital Documentation Services (DDS) Operations teams are responsible for supporting the firm's businesses for their client documentation & data life-cycle management from document creation to digitization for distribution using innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. The team also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

As a documentation analyst within the Digital Documentation Services (DDS) Operations team, you will support client documentation and data life-cycle management from documentation creation through digitization and distribution. You will manage end-to-end account documentation activities across onboarding, maintenance, and closure, partnering with Legal, Compliance, Internal Controls, Client Services, and global DDS and Client Onboarding & Documentation (CO&D) teams to ensure accuracy, completeness, and adherence to internal procedures and local regulations.

Job Responsibilities

• Manage end-to-end account documentation for client onboarding, account maintenance, and account closure, including validation and indexing into a centralized repository.
• Perform required searches within bank systems for product setup and account opening to assess documentation requirements.
• Review records submitted by clients, business, or operations partners for accuracy, completeness, and compliance with internal procedures and local regulations.
• Provide timely updates to stakeholders on pending requests and potential impacts to other processes.
• Partner with stakeholders such as Legal, Compliance, Internal Controls, Client Services, Implementations, and other regional and global DDS and CO&D teams.
• Provide operational support for audit, compliance, and regulatory requests, including documentation support, query handling, and analysis.
• Ensure documentation conforms to legal guidelines, policies, and standards, including risk mitigation through adherence to the control framework.
• Update Standard Operating Procedures to reflect the latest process and prepare management information as required by senior management.
• Identify and communicate business partner requirements and escalate outstanding issues in a timely manner.
• Drive implementation and execution of global Digital Document Services mandates and objectives.
  
  

Required Qualifications, Capabilities, And Skills

• Bachelor’s degree or equivalent.
• Strong command of English (reading, oral, and written).
• Self-starter with a strong desire to learn the business and go the extra mile.
• Strong interpersonal skills with the ability to influence others for results.
• Critical thinking, analytical, communication, and negotiation skills, with the ability to communicate effectively at all levels.
• Sense of urgency, ownership, and leadership, with strong problem-solving skills and ability to synthesize information and propose recommendations.
• Adaptability to a rapidly changing business environment and ability to execute effectively through change.
• Results-driven mindset with strong attention to detail and passion for driving best practices.
• Ability to diplomatically overcome barriers and obstacles, address conflicts directly, and escalate issues where appropriate.
• Ability to work independently and as part of a team.
  
  

Preferred Qualifications, Capabilities, And Skills

• Proficiency in Microsoft Office (Excel, Word, Access, PowerPoint, SharePoint); experience with data analytics tools (Alteryx, Tableau, UiPath) is a plus.
• At least 2 years of experience working in the Financial Services industry preferred.
  
  

ABOUT US

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.

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.