16 Aug
|
JPMorganChase
|
Bengaluru
16 Aug
JPMorganChase
Bengaluru
Description
Unlock your potential by safeguarding client onboarding through rigorous document controls, cross-team partnership, and growth opportunities in a diverse, inclusive, and prospect-driven team.
As a Reference Data Analyst in Digital Documentation Services within Payments Client Onboarding, you manage end-to-end document validation, indexing, and authentication to support client account openings and product setups. You coordinate with implementation, service, operations, legal, technology, and product partners to deliver accurate, compliant, and timely outcomes. You maintain robust records and management reporting to support audit readiness, service performance visibility, and continuous improvement.
Job Responsibilities:
- Assess client information and compile compliant documentation packages for distribution through onboarding partners.
- Validate client documentation against regulatory and internal policy requirements to support account openings and product setups.
- Perform primary and secondary authentication activities,
including signature verification and call-back validation, as required.
- Review existing firm repository documentation to support new requests and reduce rework.
- Index, retrieve, and maintain documentation within firm repositories to ensure accuracy, completeness, and accessibility.
- Administer client-facing legal documentation changes and templates aligned to payments documentation requirements.
- Process and update client authorization mandates within approved databases and tracking tools.
- Monitor shared inboxes and workflow queues, track approvals and deferred items, and escalate issues in a timely manner.
- Communicate with internal stakeholders and external clients (as applicable) via email and phone to resolve documentation queries and status updates.
- Produce and maintain documentation trails and management reporting on volumes, turnaround times, and service delivery metrics for performance visibility.
- Identify ope
📌 Reference Data Analyst (Bengaluru)
🏢 JPMorganChase
📍 Bengaluru