Client Data Analyst - Team Leader

Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers.

 Job Summary: 

The individual will need to work with multiple internal partners and clients including Risk, Legal, Product, Wholesale KYC Operations (WKO) Client Service and Implementations.  The team directly supports our internal partners for contract oversight, engagement with the client, execution and finally receipt and retention of the executed documentation. The team provide expertise in client documentation to facilitate an effective process and improve the client experience.  The core responsibilities include ensuring adherence to internal SLAs and client due dates, ensuring documents receive the appropriate approvals, ensuring required levels of quality control have been met prior to end state storage in the document repository with management of physical and electronic storage and ensuring adherence to global policies and standards. The team provide subject matter and process expertise in client documentation.     

  Job Responsibilities

•  Maintain effective relationships across multiple internal partners and at all levels of the business.
• Provide oversight and governance for the Global Digital Document Services teams supporting EMEA work.
• Escalation and key contact for all EMEA contacts.
• Manage the facilitation of client documentation workflow from the point of client request through documentation collection, execution and retention (electronic and physical), including tracking and escalations as applicable. 
• Ensure documentation conforms to the Bank’s legal guidelines and policies and standards, including risk mitigation through adherence to the control framework.
• Manage issues and ensure appropriate onward escalation and timely resolution. 
• Provide recommendations and suggestions to address problems, process efficiencies etc. 
• Ensure accurate completion of documentation within the internal service level agreements, and/or client request due dates.
• Lead and partake in document remediation projects as and when required. 
• Manage all issues which are escalated and ensure appropriate onward escalation and timely resolution.
• Responsible for reinforcing a controlled environment through adherence to policies and standards, including operating within the control framework to ensure risk mitigation.
• Develop internal procedures for managing recurring events and/or issues, training the team and assisting in the implementation.

 Required qualifications, capabilities and skills:

• Excellent written and oral communication skills.
• Excellent organizational and time management skills.
• Experience and knowledge of client documentation, including familiarity with legal documentation and other specialist product documentation types a plus.
• Proven experience within a client facing role, understanding client requirements.
• Ability to work effectively alongside local and remote teams
• Proven ability to manage escalation of items without further guidance or oversight
• Analytical mind, able to review and analyse information from multiple sources and determine relevancy to specific issues and route to appropriate business partners.
• Proven risk awareness with ability to escalate and manage potential risk, control and procedure orientated.
• Experience with implementing process improvement and/or demonstrated experience with efficiency improvement.
• Proven motivational and influencing skills required to lead an established experienced team.
• Ability to follow up on assignments in a timely manner, exercise good judgment and work accurately under pressure.
• A team player with strong control mindset and focus on conformance to policies and industry mandates 
• Flexible and able to adapt to a changing environment and changing priorities 
• Detailed oriented with a keen eye for details and focus on data accuracy
• Interest in learning new skills in a non-static, constantly changing environment. 
• Good working knowledge of Microsoft Excel

JPMorgan Chase & Co., 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.