CLIENT SERVICE OFFICER

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 446,000 - 1,004,000; Full time

Job summary

The Bank of the Philippine Islands (BPI) invites applications for a Private Wealth Client Service Officer. Located in Manila, you will support Private Wealth Relationship Managers in servicing clients and coordinating with sub-units to ensure accurate, timely delivery of services.

You will oversee transaction completeness, assist in audit/compliance matters, and act as liaison for documentation and regulatory requirements while aiming to strengthen client satisfaction and retention in a

Qualifications

• Bachelor’s degree in business/finance.
• At least 3 years of experience in client servicing.

Responsibilities

• Supports the Private Wealth Relationship Managers (RMs) in servicing both prospective and existing clients
• Familiar with products and services available in Private Wealth
• Assists in reminding RMs on their deliverables to ensure timely execution/settlement.
• Checks the completeness and accuracy of the transactions
• Overseeing all audit and compliance requirements of all teams (CDD, Hold Mail, LOA, Doc Def, Dormant and other compliance related matters)
• Liaison officer for Audit/Compliance matters
• Coordinates and monitors the team’s TMS, document deficiencies and regularization of documents
• Ensures that all team’s transactions were done and requests were already sent to centralized operations group
• Assists RMs and acts as alternate officer in absence of the Private Wealth Relationship
• Managers on client services activities

Skills

Client servicing

Education

Bachelor’s degree in business/finance

Job description

Job Description:

Job Summary

The Private Wealth Client Service Officer is primarily accountable for assisting the Relationship Managers in managing Private Wealth accounts and/or supporting sub-units.

Key Responsibilities

• Supports the Private Wealth Relationship Managers (RMs) in servicing both prospective and existing clients
• Familiar with products and services available in Private Wealth
• Assists in reminding RMs on their deliverables to ensure timely execution/settlement.
• Checks the completeness and accuracy of the transactions
• Overseeing all audit and compliance requirements of all teams (CDD, Hold Mail, LOA, Doc Def, Dormant and other compliance related matters)
• Liaison officer for Audit/Compliance matters
• Coordinates and monitors the team’s TMS, document deficiencies and regularization of documents
• Ensures that all team’s transactions were done and requests were already sent to centralized operations group
• Assists RMs and acts as alternate officer in absence of the Private Wealth Relationship
• Managers on client services activities

Qualifications

• Bachelor’s degree in business/finance
• At least 3 years of experience in client servicing