Shape the future of client onboarding by bringing your documentation expertise to a team that values quality, growth, and Diversity, Inclusion & Opportunity.
As a Reference Data Specialist within Digital Documentation Services, you assess client information and assemble compliant documentation packages that enable smooth onboarding. You validate and authenticate documents against regulatory and policy requirements while maintaining complete audit trails. You partner with implementation, operations, legal, and business stakeholders to resolve queries, manage escalations, and improve service delivery
Job Responsibilities:
- Assess client-provided information and compile compliant documentation packages for implementation and onboarding activities
- Validate documents against applicable policies, regulatory requirements, and onboarding standards
- Perform authentication controls including signature verification and outbound callbacks where required
- Review existing documents in internal repositories to support requests and reduce rework
- Index, store, retrieve, and maintain documents in approved document repositories to support ongoing servicing
- Administer controlled updates to client-facing legal documentation templates and related change requests
- Process and update client authorization mandates and related data in designated systems of record
- Monitor shared inboxes and workflow queues, track approvals and deferred items, and escalate aged or blocked requests
- Communicate clearly with internal teams and external clients by email and phone to resolve documentation gaps and discrepancies
- Maintain accurate records to support audits, controls testing, and compliance reviews
Produce management reporting on volumes, turnaround times, and service delivery metrics; communicate performance against internal service level commitments
Required qualifications, skills, and capabilities
- Bachelor’s degree in business, finance, or a related field
- 2+ years of experience in operations, documentation processing, or client onboarding within financial services
- Working knowledge of client onboarding documentation requirements and relevant KYC/AML controls
- Experience supporting payments onboarding activities, including legal agreements and account opening documentation
- Proficiency with Microsoft Office applications including Outlook, Excel, Word, and PowerPoint
- Experience using document management repositories and workflow or queue management tools
- Knowledge of document authentication controls, including signature verification and validation protocols
- Strong attention to detail with the ability to identify documentation discrepancies and gaps
- Strong organizational and time management skills with the ability to manage multiple priorities
- Strong written and verbal communication skills to engage internal stakeholders and external clients
Understanding of regulatory compliance requirements related to client documentation and recordkeeping
Preferred qualifications, skills, and capabilities:
- Master of Business Administration degree
- Experience supporting documentation in the Europe, Middle East, and Africa region, including awareness of regional regulatory considerations
- Experience managing legal document templates, controlled changes, and version control practices
- Experience driving continuous improvement initiatives to simplify documentation workflows and reduce turnaround times
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
Skills Required
- Bachelor's degree in business, finance, or a related field
- 2+ years of experience in operations, documentation processing, or client onboarding within financial services
- Working knowledge of client onboarding documentation requirements and relevant KYC/AML controls
- Experience supporting payments onboarding activities, including legal agreements and account opening documentation
- Proficiency with Microsoft Office applications including Outlook, Excel, Word, and PowerPoint
- Experience using document management repositories and workflow or queue management tools
- Knowledge of document authentication controls, including signature verification and validation protocols
- Strong attention to detail with the ability to identify documentation discrepancies and gaps
- Strong organizational and time management skills with the ability to manage multiple priorities
- Strong written and verbal communication skills to engage internal stakeholders and external clients
- Understanding of regulatory compliance requirements related to client documentation and recordkeeping
- Master of Business Administration degree
- Experience supporting documentation in the Europe, Middle East, and Africa region, including awareness of regional regulatory considerations
- Experience managing legal document templates, controlled changes, and version control practices
- Experience driving continuous improvement initiatives to simplify documentation workflows and reduce turnaround times
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 comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
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Retirement Support — A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
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Leave & Time Off Breadth — Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.
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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