CIB Operations – Documentation Management Operations - Client Service Contract Manager - Associate

Lead (more than 10 years)


Technical Skills

  • Client Onboarding
  • Due Diligence
  • Inventory Management
  • Microsoft Excel
  • Microsoft Word
  • Sales
  • Treasury

Job Description

CIB Operations – Documentation Management Operations - Client Service Contract Manager - Associate

J.P. Morgan is a leader in financial services, offering innovative and intelligent solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years and we keep their interests foremost in our minds at all times. This combination of product strength, intellectual capital and character sets us apart as an industry leader. J.P. Morgan is part of J.P. Morgan Chase & Co. (NYSE: JPM), a global financial services firm with assets of $2.0 trillion.

Documentation Management Operations (DMO) is part of Corporate & Investment Bank (CIB) Operations that supports documentation functions for businesses throughout the Wholesale Bank as well as Private Bank. DMO is implementing a common global operating model strategy for the end to end lifecycle of client documentation across CIB inclusive of people, process, and technology while continuing to support our business partners and meet all regulatory requirements in a controlled fashion. 

A CIB wide consistent approach to document management is essential to our ability to effectively search for or mine the content of documents to meet regulatory demands related to client contractual agreements.  A consistent approach is required to assess exposure and risk in the event of major crises like Ratings downgrades or Currency devaluations. In an effort to protect the firm, DMO strives to partner across the business’ to implement a controlled documentation process that presents a united front to clients and customers.  

Working closely with regional business, Client Service & Implementations (CS&I), Legal and other Stakeholders:
  • Manage documentation aspects of TS Client onboarding process which includes understanding the requirement from client letter and preparation of client documentation package and documentation review
  • Support the execution of Document Inventory Management system (DIMs) automated workflow which includes scanning and indexing of client onboarding documentation
  • Work closely with Implementation and Sales colleagues and other team members across regions to maximize performance of DIMs and other client onboarding initiatives
  • Work closely with managers to provide feedback to improve DIMs workflow process
  • Provide administration support, tracking, and reporting as required
  • Performance of due diligence process and control-related activities
  • Responsible for meeting client deliverables with a high level of timeliness and accuracy
  • Regular reviews of procedures assuring new processes are documented
  • Prepare MIS / Scorecard as required by TL/PM. And monitor all relevant MIS data ensuring all issues have been resolved expediently
  • Adhere to all JPMorgan Chase and department policies
  • Provide support to team colleagues as required
  • Meet or Exceed Scorecard Objectives
  • Process request efficiently to maintain current portfolio and ensure aged items are escalated appropriately
  • Has to be extremely client-focused and result-oriented in approach


  • Minimum 5 years experience with relevant documentation and systems experience
  • Good understanding of legal documentation, in particular Treasury Services related documents and/or other specialist documentation types would be preferable
  • An ability to communicate clearly with other internal teams such as Sales/BM, Trading, Legal and Credit
  • Detail oriented and methodical
  • Good time management and organizational skills
  • Strong teamwork and partnership
  • Demonstrable self-motivation, initiation and strong customer focus
  • Superior analytical skills with proven experience and skills in diagnosing problems
  • Ability to work independently
  • Strong emphasis on a control-conscious team-working environment.
  • Self starter, strong desire to learn the business and go the extra mile
  • Flexible and able to adapt to a changing environment and changing priorities
  • Technologically proficient and have attention to detail and accuracy
  • Chinese language  skills  an advantage
  • Strong MS Word/Excel skill
Employment TypeFull-time
Career LevelLead (more than 10 years)
Education LevelNon-specified
LanguageEnglish, Cantonese
JPMorgan Chase BankFinancial Services, Retail and Commercial Banking

1101-1102 & 1118-1120 Level 22 Tower 1, Grand Century Place, 193 Princess Edward Road West, Mongkok, Kowloon, Hong Kong

directions_walk18 mins walk from Prince Edward Station