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
- Maintain productivity and quality standards, prioritizing accuracy and control adherence
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
- Bachelor’s degree in Law, Business Administration, Economics, or a related discipline
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
Skills Required
- Proficiency in Microsoft Office applications
- Advanced verbal and written English skills
- Strong verbal and written communication skills
- Ability to manage multiple priorities and meet deadlines
- Strong organizational skills and attention to detail
- Bachelor's degree in Law, Business Administration, Economics, or related discipline
- 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 operational change initiatives
- Experience supporting data migration or large-scale operational change initiatives
- Demonstrated ability to collaborate effectively with cross-functional and global teams
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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