Client Documentation

Job description

Are you an experienced manager who can motivate a global team and deliver results under tight deadlines? Job summary As a Client Documentation Team Lead in Client Onboarding, you will lead a team that coordinates, reviews, and maintains the documentation required to establish and service client accounts, products, and operational capabilities. You will help ensure documentation meets internal standards, is organized and accessible in required systems, and supports downstream partners in delivering a timely onboarding experience. You will communicate clearly with internal stakeholders and clients, escalate issues when needed, and keep work moving in a fast-paced environment. You will apply a strong risk and control mindset while using metrics and data to drive outcomes and continuous improvement. Job responsibilities Lead and develop a global documentation team to deliver work accurately and within agreed service levels and deadlinesManage document intake, tracking, routing, and prioritization across internal stakeholders and client-facing teamsPerform high-level completeness and consistency checks on documentation (for example, required forms, signatures, dates, and entity details) and escalate gaps for remediationEnsure documentation is properly organized, indexed, and stored in designated repositories and systems to support onboarding and servicing readinessPartner with cross-functional teams including Onboarding, KYC/AML, Legal, Compliance, Tax, Credit, Operations, and Product to resolve documentation issues and meet timelinesMonitor queues, manage exceptions, and drive closure of documentation breaks; provide clear status updates, risks, and dependencies to stakeholdersExecute and reinforce documented procedures, controls, and recordkeeping practices to support audit readiness and evidence collectionUse metrics and data to identify trends, improve throughput, and enhance quality outcomesIdentify recurring pain points and contribute to standardization, playbooks, and process improvementsCoach and motivate team members; provide feedback, performance management, and career development supportPromote a client-focused, collaborative team culture that supports high-quality service deliveryRequired qualifications, capabilities, and skills 3 years of people management experienceExperience leading an operations team in a deadline-driven environmentExcellent verbal and written communication skillsDemonstrated ability to influence and collaborate with stakeholders across functions and geographiesStrong client focus and ability to partner effectively with internal groups and coverage teamsStrong risk and control mindset with attention to detail and qualityAbility to use metrics and data to manage performance and drive resultsContinuous improvement mindset with demonstrated process and execution focusAbility to develop subject matter expertise to meet client and stakeholder needsAbility to operate effectively in a fast-paced, dynamic environmentPreferred qualifications, capabilities, and skills Experience in financial services (preferably Corporate or Commercial Banking)Prior experience working with documentation management or client onboarding documentation workflowsExperience partnering with KYC/AML, Legal, Compliance, or Tax stakeholders in an onboarding contextExperience implementing process improvements, playbooks, or operational standardization initiativesExperience managing escalations and complex issue resolution across multiple markets