Digital Document Services Client Data Analyst

The Digital Documentation Services (DDS)Operations teams are responsible for supporting the firms businesses for their client documentation & data life-cycle management from document creation to digitization for distribution using innovative secure service solutions to meet clients needs globally. Developing and using the latest technology teams work to deliver industry-leading capabilities to our clients and customers making it easy and convenient to do business with the firm. The team also drive growth by refining technology-driven customer and client experiences that put users first providing an unparalleled experience.

As a documentation analyst within the Digital Documentation Services (DDS) Operations team you will support client documentation and data life-cycle management from documentation creation through digitization and distribution. You will manage end-to-end account documentation activities across onboarding maintenance and closure partnering with Legal Compliance Internal Controls Client Services and global DDS and Client Onboarding & Documentation (CO&D) teams to ensure accuracy completeness and adherence to internal procedures and local regulations.

Job Responsibilities

• Manage end-to-end account documentation for client onboarding account maintenance and account closure including validation and indexing into a centralized repository.
• Perform required searches within bank systems for product setup and account opening to assess documentation requirements.
• Review records submitted by clients business or operations partners for accuracy completeness and compliance with internal procedures and local regulations.
• Provide timely updates to stakeholders on pending requests and potential impacts to other processes.
• Partner with stakeholders such as Legal Compliance Internal Controls Client Services Implementations and other regional and global DDS and CO&D teams.
• Provide operational support for audit compliance and regulatory requests including documentation support query handling and analysis.
• Ensure documentation conforms to legal guidelines policies and standards including risk mitigation through adherence to the control framework.
• Update Standard Operating Procedures to reflect the latest process and prepare management information as required by senior management.
• Identify and communicate business partner requirements and escalate outstanding issues in a timely manner.

• Drive implementation and execution of global Digital Document Services mandates and objectives.

Required Qualifications Capabilities and Skills

• Bachelors degree or equivalent.
• Strong command of English (reading oral and written).
• Self-starter with a strong desire to learn the business and go the extra mile.
• Strong interpersonal skills with the ability to influence others for results.
• Critical thinking analytical communication and negotiation skills with the ability to communicate effectively at all levels.
• Sense of urgency ownership and leadership with strong problem-solving skills and ability to synthesize information and propose recommendations.
• Adaptability to a rapidly changing business environment and ability to execute effectively through change.
• Results-driven mindset with strong attention to detail and passion for driving best practices.
• Ability to diplomatically overcome barriers and obstacles address conflicts directly and escalate issues where appropriate.
• Ability to work independently and as part of a team.

Preferred Qualifications Capabilities and Skills

• Proficiency in Microsoft Office (Excel Word Access PowerPoint SharePoint); experience with data analytics tools (Alteryx Tableau UiPath) is a plus.
• At least 2 years of experience working in the Financial Services industry preferred.