Digital Document Services - Client Data Analyst

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, Share Point); experience with data analytics tools (Alteryx, Tableau, Ui Path) is a plus.
• At least 2 years of experience working in the Financial Services industry preferred.