Join JPMorganChase Payments to strengthen client onboarding through precise, compliant, and timely digital documentation execution.
As an Associate within Digital Documentation Services (DDS), Payments Client Onboarding and Maintenance, you manage end-to-end documentation validation, indexing, and authentication to support client account openings, product set-ups, and signer maintenance across APAC. You partner with Implementation/Service teams and internal stakeholders (and external clients, when applicable) to ensure documentation is accurate, complete, and processed within service level agreements. You maintain audit-ready records and provide reporting to support performance management, risk mitigation, and continuous improvement.
Job Responsibilities
- Assess client information and compile compliant documentation packages for distribution via Implementation/Service teams.
- Validate documents against regulatory and internal policy requirements and perform primary/secondary authentication (e.g., signature verification, callbacks).
- Review existing documentation in internal repositories to support onboarding and maintenance requests.
- Index and retrieve documentation within JPMorganChase repositories and maintain accurate document metadata and filing discipline.
- Monitor shared mailboxes and Deal Manager/Navigator queues, track approvals/deferred items, and escalate aged or blocked requests.
- Coordinate with Operations, Legal, business, and service stakeholders to resolve documentation queries and align on requirements and timelines.
- Produce MIS/KPI reporting on volumes, turnaround times, and service delivery, and implement process improvements to enhance DDS effectiveness and controls.
Required qualifications, skills, and capabilities
- Bachelor's degree in Business, Finance, or related field
- 10+ years of experience in operations, documentation processing, or client onboarding within financial services
- Strong knowledge of banking documentation requirements, KYC/AML regulations, authentication controls (including signature verification), and account opening procedures
- Proficiency in MS Office (Outlook, Excel, Word, PowerPoint) with strong attention to detail, time management, and written/verbal communication skills
Preferred qualifications, skills, and capabilities
- Experience supporting APAC onboarding with awareness of regional regulatory requirements
- Background in Wholesale Payments or Treasury Services documentation and legal agreement processes
- Experience with document/workflow tools and repositories (e.g., Deal Manager, Navigator, CAPTIS) and legal template/version control management
- Demonstrated continuous improvement and process optimization capability in a fast-paced, deadline-driven environment
