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 client account documentation specialist within the Digital Documentation Services (DDS) Operations team, you will be responsible for coordinating all aspects related to client end-to-end account documentation management, including client onboarding (account opening, cash product onboarding), account maintenance, account closure and other account/product related services. You will partner with stakeholders across Legal, Compliance, and Operations to ensure documentation accuracy, compliance, and timely delivery, while supporting global mandates and driving process improvements.

 

Job Responsibilities

Manage end-to-end client account documentation, including onboarding, maintenance, and closure.Create account opening and product onboarding document packages based on business requests.Perform searches within bank systems to assess documentation requirements for product setup and account opening.Review records submitted by clients, business, or operations partners for accuracy, completeness, and compliance with internal procedures and local regulations.Scan and index documents to the centralized repository.Provide timely updates to stakeholders on pending requests and potential impacts to other processes.Partner with Legal, Compliance, Internal Controls, Client Services, Implementations, and other regional and global DDS and Client Onboarding & Documentation (CO&D) teams.Supply audit, compliance, and regulatory documentation support, including query handling and analysis as required.Ensure documentation conforms to the Bank's legal guidelines, policies, and control frameworks for risk mitigation.
Update Standard Operating Procedures to reflect the latest processes.
Collect, analyze, and visualize data for MIS reporting to create actionable insights for senior management decisions.

 

Required Qualifications, Capabilities, and Skills

Bachelor’s degree or equivalent.Minimum 2 years of relevant experience Team player who can work independently.Self-starter with a strong desire to learn and go the extra mile.Strong interpersonal skills and ability to influence others for results.Results driven, detail-oriented, has passionate about driving best practices, and skilled at diplomatically breaking down barriers and obstacles.Exceptional critical thinking, analytical, communication, and negotiation skills, with the ability to diplomatically overcome barriers and obstacles.Sense of urgency, ownership, leadership, excellent analytical and problem-solving skills to synthesize large amounts of information and propose recommendations.Ability to adapt to a rapidly changing business environment and execute on change.Ability to directly address conflicts and escalate issues where appropriate.Proficient with MS Office (Excel, Word, PowerPoint, etc.). 

 

Preferred Qualifications, Capabilities, and Skills

Relevant operations experience within a bank or financial industry. Previous experiences related to or a deep understanding of local regulations on documentation management would be an advantage.Experience in data analytics tools would be a plus (Alteryx, Tableau, UiPath, etc.).Knowledge in VBA, Macros, and Power BI will be an advantage.