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JPMorgan Chase Bank
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Reference Data Specialist IV

Reference Data Specialist IV

JPMorgan Chase Bank

2 - 7 years

4 - 9 Lacs

bengaluru

Posted:2 months ago| Platform:

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Skills Required

analytical skills operational support audit compliance focus finance query regulatory compliance management client onboarding risk mitigation

Work Mode

Work from Office

Job Type

Full Time

Job Description

Join our innovative team at JPMorgan Chase & Co., where we leverage cutting-edge technology to revolutionize client documentation and data life-cycle management.

Job Summary

As a Client Account Documentation Specialist within the Digital Documentation Services (DDS) Operations team, you will coordinate all aspects related to Securities Services client end-to-end account documentation management, including client onboarding, account maintenance, account closure, and other product-related services. You will oversee the lifecycle of documents, ensuring proper classification, maintenance, retrieval, and compliance with organizational policies. Your role supports efficient document workflows and ensures the organization meets regulatory compliance standards.

Job Responsibilities

Manage end-to-end account documentation for Securities Services clients, including client onboarding, account maintenance, and account closure.
Support the maintenance of a centralized repository, including scanning and indexing of client documentation.
Provide timely information to stakeholders on pending requests and possible impacts on other processes.
Ensure documentation conforms to business legal guidelines, policies, and standards, including risk mitigation through adherence to the control framework.
Identify and escalate issues promptly and timely, which may impact service.
Maintain control of the environment in respect of JPMorgan & Chase Co. policies and local regulatory rules.
Provide operational support to supply audit / compliance / regulator / stakeholders with query handling, documentation, and analysis as required.

Required Qualifications, Skills, and Capabilities

University/Bachelor s degree.
2 years experience with client documentation management or strong financial systems integration experience with client systems.
Detail-oriented and methodical.
Strong teamwork and partnership.

Preferred Qualifications, Skills, and Capabilities

Strong and effective communication (verbal and written) and presentation skills.
Demonstrable self-motivation, initiation, and strong customer focus.
Superior analytical skills with proven experience and skills in diagnosing problems.
Willing to work in night shifts.

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JPMorgan Chase Bank

Financial Services

New York

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Reference Data Specialist IV