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As a Digital Document Services Specialist in Digital Document Services, you will review and index executed documentation to support account opening and product setup, while partnering with stakeholders to deliver high-quality outcomes. You will contribute to regulatory and data migration initiatives by applying strong attention to detail, effective prioritization, and clear communication. You will help strengthen an efficient operating framework through collaboration across teams and locations.

Job responsibilities

Review executed client documentation to support account opening and product setup in JPMorganChase systems
Index documentation accurately and consistently to ensure reliable retrieval and downstream processing
Analyze standard documentation to assess impact, scope, and potential issues across multiple regions
Identify exceptions, risks, and documentation gaps, and escalate for timely resolution
Coordinate with internal partners to resolve disputed points within defined timeframes
Partner with Legal, Business, Operations, and Technology to support an efficient operating framework
Support regulatory initiatives, including client transfers between legal entities, by executing documentation and indexing activities accurately
Support data migration initiatives by ensuring documentation readiness, completeness, and alignment to required standards
Communicate status, risks, and dependencies effectively to stakeholders across locations

Required qualifications, capabilities, and skills

Proficiency in Microsoft Office applications
Advanced verbal and written English skills
Strong verbal and written communication skills
Ability to manage multiple priorities and work effectively to deadlines
Strong organizational skills and attention to detail

Preferred qualifications, capabilities, and skills

Experience in document review, indexing, or document management within financial services or a regulated environment
Familiarity with account opening and product setup processes
Experience supporting regulatory remediation, client transfers, or similar operational initiatives
Experience supporting data migration or large-scale operational change initiatives
Demonstrated ability to collaborate effectively with cross-functional and global teams

ABOUT US

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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