Documentation Service Officer – Analyst

4 weeks ago


Sydney, Australia JPMorgan Chase & Co. Full time

When someone joins JPMorgan Chase, they should know this is the place where they belong. Join the team that is driving the service delivery and control framework for one of the world’s most innovative banks. As a dynamic and driven professional, you will play a pivotal role in the team where you will have an opportunity to elevate your career to the next level. 

As a Documentation Service Officer – Analyst in the Client Service team, you will be the first point of contact for clients and offshore branches for documentary matters. You will manage client documentation requests, interpret global documentation requirements, and build strong relationships with clients. You will also partner with local and regional stakeholders to execute strategies that support business objectives. This role provides an opportunity to work in a dynamic, innovative environment and elevate your career to the next level.

Job responsibilities

Be the first point of contact for the clients and offshore branches for documentary matters.  Manage client documentation requests, including but not limited to account maintenance, Electronic Payment Signatory set ups, addition and removal for signatories. Obtain knowledge of Company documentation including Board Resolutions, Certificate of Incumbency, Company Extracts. Interpret Global documentation requirements and action accordingly. Build strong relationship with clients, understand their documentary needs and support clients for their projects. Partner with local and regional stakeholders in executing strategy that supports the business objectives.  Maintain a strong discipline in case management, logging, tracking and reporting of all client requests in a timely manner.  Adhere to all internal and external Service Level Agreements (SLAs) maintained internally and with clients.  Collaborate and partner with Product, Operations, Technology, Compliance, Sales and Implementation teams to drive the broader franchisee agenda.

Required qualifications, capabilities, and skills

Effective problem solving skills and should be able to comprehend client’s needs and respond in timely manner. Demonstrate sound negotiation skills with internal and external clients to ensure all deliverables are completed swiftly.  Hands on experience in documentary/Know your Client (KYC)/client service management in a financial institution or similar. Good knowledge of Banking documentation and products, including domestic and cross border payments. A track record of managing and building client relationships and internal partners. Influencing, negotiation and presentation skills. Excellent process and analytical skills, eye for details with the ability to work in a complex, matrixed environment. Demonstrated ability to work collaboratively and develop partnerships across diverse teams.

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