Documentation Management Operations Client Service
摩根大通银行(中国)有限公司
- 公司规模:150-500人
- 公司性质:外资(欧美)
- 公司行业:金融/投资/证券
职位信息
- 发布日期:2019-03-21
- 工作地点:上海-静安区
- 招聘人数:若干人
- 工作经验:无工作经验
- 学历要求:招若干人
- 语言要求:不限
- 职位类别:信审核查 高级客户经理/客户经理
职位描述
APAC Documentation Management Operations – Client Service Analyst
Responsibilities:
Working closely with regional business, Client Service & Implementations (CS&I), legal and other
Stakeholders:
- Manage documentation aspects of Treasury Services Client onboarding process which includes understanding the requirement from client letter and preparation of client documentation package and documentation review.
- Work closely with Implementation and Sales teams and other team members across regions to maximize performance of DMO team and other client onboarding initiatives
- Support the execution of Document Inventory Management system automated workflow which includes scanning and indexing of client onboarding documentation
- Work closely with managers to provide feedback to improve DMO workflow process
- Provide administration support, tracking, and reporting as required.
- Performance of due diligence process and control-related activities.
- Responsible for meeting client deliverables with a high level of timeliness and accuracy
- Regular reviews of procedures assuring new processes are documented
- Prepare MIS / Scorecard as required by Team Lead/Project Manager. And monitor all relevant MIS data ensuring all issues have been resolved expediently
- Adhere to all JPMorgan Chase and department policies
- Provide support to team colleagues as required
- Meet or Exceed Scorecard Objectives
- Process request efficiently to maintain current portfolio and ensure aged items are escalated appropriately
- Has to be extremely client-focused and result-oriented in approach
Qualifications:
- 1 -2 years experience with relevant documentation and systems experience.
- Good understanding of legal documentation, in particular Treasury Services related documents and/or other specialist documentation types would be preferable.
- An ability to communicate clearly with other internal teams such as Implementation, Sales, Trading, Legal and Credit.
- Detail oriented and methodical.
- Good time management and organizational skills
- Strong teamwork and partnership.
职能类别: 信审核查 高级客户经理/客户经理
公司介绍
J. P. Morgan is a leading global financial services firm. We are committed to deliver the best financial services solutions through our lines of business: Investment Bank, Asset Management and Treasury and Securities Services. Today, we serve one of the largest client franchises in the world, including many of the most prominent corporate, institutional and government clients. J. P. Morgan is part of JPMorgan Chase & Co., a leading global financial services firm with assets of over $2.0 trillion and operations in more than 60 countries.
联系方式
- Email:adwaith.naimpally@jpmchase.com
- 公司地址:地址:span上海