Job Description

Business Description The Client Account Services (CAS) team manages and supports the delivery ofa global strategy across Investor Services products for the Client Account Services Model (CIM), Client Documentation, Accounts, and Entitlements.We manage and track in-flight remediation projects, highlight risks/barriers, define project roles, define roles/responsibilities and milestones, manage governance for in flight remediation, and track deliverables to ensure a successful remediation. Client Account Services is A global business aligned team that is instrumental in putting the client front and center throughout our cohesive and consistent model An organization that enables thought leadership and a team who are risk aware, flexible, empowered, and feel accountable to drive best in class service Driving to be best in class through transformational change and technology innovation Overview The supervisor will supportClient Account Servicesactivities for in-flight documentation remediation projects. The analyst will work across several products and remediation projects (i.e. regulatory requirements and control/risk related issues). The role will involve working with client agreements and related documentation. The responsibilities will include leading a team performing functions across searching, scanning, indexing legal documents to an electronic imaging systems and maintaining client records. The manager will be required to review documents to ensure they satisfactorily meet specific outlined requirements. Additionally, the manager will be expected to contribute to a wider team, provide regular progress updates, maintain an understanding of client documents, approach their work with a control-mindset, and demonstrate an understanding/application of policies and procedures. Qualifications . Strong verbal and written communication skills . Good team player and self-motivated . Strong analytical skills . Desire to work in a fast-paced environment with multiple deliverables . Proven skills in time management, organization, and attention to detail . Proficiency in Microsoft Office suite, Alteryx & Tableau . Preferred experienced with client documentation and JPM systems . Minimum of 8 years experience

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