Digital Document Services - Reference Data Associate

Overview

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 drives growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

Responsibilities

• Manage end-to-end client account documentation, including onboarding, maintenance, and closure.
• Create account opening and product onboarding document packages based on business requests.
• Perform searches within bank systems to assess documentation requirements for product setup a...