Digital Document Services - Documentation Management Specialist - Analyst
- LocationShanghai, China
- Work typeOn-site
- EmploymentFull-time
- Posted9 November 2026
- SourceJPMorganChase's careers page (Oracle Recruiting)
Live checkFirst seen 1 h ago; still listed on JPMorganChase's careers page 1 h ago.
Moves fastWhen JPMorganChase takes a role down early, it is usually about 6 days after posting. Apply soon.
At a glance
- Experience2+ years
- EducationBachelor's degree
- Skills and toolsTableau, VBA, Microsoft Office, Excel, PowerPoint
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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.)
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