Client Documentation Associate

Do you thrive in a fast-paced environment and take pride in delivering an exceptional client experience?
Job summary
As a Client Documentation Specialist (Associate) in Client Onboarding and Service, you will own the documentation experience for clients opening commercial bank accounts. You will partner closely with clients and internal stakeholders to research, prepare, validate, and manage account-opening documentation. You will use sound judgment and attention to detail to ensure documentation requirements are met while creating an efficient, client-centric experience. You will help remove friction by answering questions, aligning on expectations, and escalating obstacles when needed.
Job responsibilities
Own the end-to-end documentation process to support commercial bank account opening
Research, draft, validate, and manage client account documentation and related requirements
Coordinate documentation workflow with internal partners such as bankers, sales, service, and Know Your Customer teams
Communicate clearly with clients to answer questions and explain documentation and signature requirements
Guide clients toward efficient documentation solutions while maintaining appropriate standards and controls
Set, manage, and reinforce expectations with clients and internal partners throughout onboarding
Apply critical thinking to identify issues, propose solutions, and drive timely resolution
Track and execute against multiple priorities using strong time management and organization
Represent the team as the documentation point of contact for assigned onboarding implementations
Escalate risks, issues, or blockers appropriately to protect the client experience and delivery timelines
Contribute to a positive team environment through collaboration, flexibility, and shared ownership
Required qualifications, capabilities, and skills
Demonstrated commitment to delivering a consistent, high-quality client experience
Strong written and verbal communication skills, with ability to explain requirements clearly
Strong attention to detail and a controls-minded approach to work
Proven critical thinking and problem-solving skills, including ability to identify and resolve issues
Ability to partner, collaborate, and influence across multiple stakeholders toward a shared goal
Ability to operate effectively in a fast-paced, dynamic environment with competing deadlines
Ability to learn and apply subject-matter knowledge to support documentation and process questions
Strong organizational and time management skills
Self-motivated and able to work independently while staying connected to the team
Bachelor’s degree (or equivalent experience)
Preferred qualifications, capabilities, and skills
Juris Doctor (JD)
Experience supporting account opening, onboarding, or documentation in financial services
Experience supporting corporate or commercial banking clients
Experience working directly with clients in a service, implementation, or onboarding capacity
Familiarity with account documentation review, validation, and coordination with legal stakeholders