Job Summary

Randstad Sourceright
Job Category:
Banking, Insurance & Financial Services
Years of Experience

Job Title: Process & User Guide Documentation Specialist (Client Onboarding)

Job Description:

Company Description
Join an American MNC, which provides Private Banking, Asset Management, Treasury & Security Services, Private Wealth Management services and is one of the largest banks in the United States with a history dating back over 200 years. American multinational banking and financial services holding company with almost 240,000 employees in 60 countries

Job Responsibilities: 

  • Writing end user manuals, administration guides, online help guides, training documents, and process maps.
  • Ability to understand the lifecycle of key operations process, system architecture and data flows and interactions of users with the system
  • Solicit materials and work from verbal communications across various teams to formulate the user guide
  • Conduct user acceptance testing (UAT), able to navigate around systems and simulate user actions in test environments to create effective user guides with screens
  • Able to create visually impactful and intuitive user guide for the appropriate audience
  • Identify any operations gaps and potential efficiency improvement on mapped processes

  • Bachelor Degree in Banking & Finance / Engineering / Information Management / Business Administration or other equivalent qualifications  
  • Minimum 3 years of proven working experience as an Operations Analyst within the Banking industry, and ideally 2 years of technical writing or document process mapping experiences 
  • Knowledge of Private Banking industry and some understandings toward  KYC/AML, Client Onboarding
  • Other Essential skill sets would also include the ability to work independently, attention to details, and strong data analytic skills 
  • Having excellent communication skills (verbal and written), including the ability to effectively interview subject matter experts (SME) on the routine processes
  • Expertise and confidence in using the following software applications (e.g. Acrobat Professional and Microsoft Office Applications such as Visio, Word, PowerPoint, SharePoint)

EA License: 94C3609 
Reg No: R1110438


About Us

At Randstad Sourceright, human intelligence is at the core of all that we do. This is much more than a brand statement: human intelligence is our belief in the power of people to change the world, in the possibilities to overcome challenges, and in the ability to create new opportunities. Nothing moves forward without it.

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