Job Description :

The Digital Documentation Services (DDS)Operations teams are responsible for supporting the firm's 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

Bachelor's 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.

Digital Document Services - Client Data Analyst