Job Description

J.P. Morgan Commercial Investment Bank is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide.

As a Digital Document Analyst within Digital Documentation Services – Payments (Client Document Validation and Indexing), you will manage end-to-end documentation validation, indexing, and authentication for client account openings and product set-ups. You will partner with Implementation/Service teams, internal stakeholders, vendors, and external clients to deliver timely, accurate outcomes aligned to policy and regulatory requirements. You will identify process breaks, implement enhancements, and provide reporting that strengthens controls and improves the client experience.

Job Responsibilities

• Validate client documentation for account openings and Payments product set-ups against policy, regulatory standards, and onboarding requirements
• Index and maintain documents accurately within document management and workflow tools to support retrieval, auditability, and downstream processing
• Authenticate documentation using established protocols, including signature verification and validation procedures
• Collaborate with Implementation/Service teams, internal stakeholders, and external clients to resolve documentation gaps, discrepancies, and exceptions
• Analyze process breaks and systemic issues, recommending reengineering solutions and procedural enhancements
• Establish and deliver operations reporting/metrics relevant to DDS and onboarding performance, quality, and risk controls
• Adhere to change control requirements while creating, updating, and maintaining procedures and supporting system/policy changes
  

Required qualifications, skills, and capabilities

• Bachelor’s degree in Business, Finance, or related field
• Minimum 5 years of experience in operations, documentation processing, or client onboarding within financial services
• Strong knowledge of banking documentation requirements, KYC/AML regulations, client onboarding processes, and account opening/legal agreement workflows
• Proficiency in MS Office (Outlook, Excel, Word, PowerPoint) with familiarity in document management/workflow tools and strong written and verbal communication skills
  

Preferred qualifications, skills, and capabilities

• Experience supporting APAC with knowledge of regional regulatory requirements and flexibility to cover multiple time zones
• Experience in Wholesale Payments or Treasury Services documentation and onboarding
• Knowledge of JPMorganChase policies, procedures, and systems relevant to client documentation and authentication
• Experience with legal document template management/version control and continuous improvement/process optimization initiatives

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.