Example Company
Software engineer
- Location
- San Francisco
- Type
- Full time
- Compensation
- $150k-$200k
- Posted
- 2 days ago
Join a team building useful software. Work closely with engineering and design to turn new ideas into products.
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Digital Document Services - Documentation Management Specialist - Analyst
- Location
- Shanghai
- Type
- Full time
- Posted
- 3D AGO
About the role
Job Responsibilities
- Manage end-to-end account documentation for Payments and Markets clients, including client onboarding, account maintenance, account closure.
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Validate the document based on Firm’s guidelines, such as signature verification and client call back.
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Review existing document available that can be leveraged to support the validation, including reference to public available information platform to confirm the authorized signers where applicable.
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Index document into approved Firm’s repositories according to SOP to ensure the accuracy of metadata tagging.
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Monitor the incoming requests and queries from various stakeholders.
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Identify and communicate business partner requirements and escalate outstanding issues in a timely manner.
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Drive the implementation and execution of global DDS mandates and objectives.
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Record and track the status of each case including but not limited to special approval according to approval matrix, reporting and escalating to service recipient and other internal stakeholders.
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Prepare MIS report as required by consolidating various data source according to pre-defined report logic.
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General understanding of and execute internal procedural guidelines, policies (as well as related internal procedures and standards) in accordance with local and global principles.
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Ensure Standard Operating Procedures are updated reflecting the latest process.
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Design, monitor, review and develop efficient client documents handling process, systems, and workflow by working closely with multiple functions and teams for thorough identification of responsibilities.
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Provide operational support to supply audit / compliance / regulator with query handling, analysis as required.
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Previous experiences related to or a deep understanding of local regulations/legal guideline on corporate client documentation requirement would be an advantage.
Required qualifications, capabilities, and skills
- Bachelor’s degree or above
- Minimum 2 years’ working experience in back-office operations or account/cash operations of bank/financial industry
- Strong operational knowledge, with experience in handling corporate account/Payments product is preferred
- Highly organized and detail-oriented with the ability to work under pressure and high volume environment within tight deadlines and cut-off
- Fluent in speaking, reading & writing skills in both English & Chinese Mandarin
- Must be a self-starter with the motivation, demonstration of initiative, and ownership mentality to think outside of the box as necessary
- Ability to multi-task, identify priorities, work independently and excellent execution mentality
- Proficient with MS Office (Excel, Word, PowerPoint etc.). Data-driven professional with expertise in data analytics tools or automation skills would be a plus (Alteryx, Tableau, VBA etc.)
