Banking Client Services Specialist (KYC & Docs)

Forte Employment Services Pte Ltd; Singapore; On-site; SGD 36,000 - 58,000; Full time

Job summary

Forte Employment Services Pte Ltd is recruiting a professional to manage day-to-day account administration and support relationship managers or private bankers.

You will handle client inquiries, transactions, and compliance documentation, leveraging experience in banking customer service on digital platforms to deliver efficient service.

Ideal candidates have a relevant finance or banking degree and strong communication skills to navigate regulatory requirements and client expectations.

Qualifications

• Diploma or Degree in Finance or Banking.
• Experience with banking or financial digital platforms is advantageous.
• Excellent customer service skills.

Responsibilities

• Assist clients with application submissions through DIY platforms or branch desktop.
• Collect KYC information and supporting documentation from clients.
• Collect and collate Source of Wealth (SOW) documentation.
• Handle all documents and verification calls.
• Submit applications for approval as Maker in a Maker-Checker control framework.
• Access new screening systems training provided.

Skills

Customer service

Digital platforms experience

Education

Diploma or Degree in Finance or Banking

Job description

Forte Employment Services Pte Ltd is recruiting a professional to manage day-to-day account administration and support relationship managers or private bankers.

You will handle client inquiries, transactions, and compliance documentation, leveraging experience in banking customer service on digital platforms to deliver efficient service.

Ideal candidates have a relevant finance or banking degree and strong communication skills to navigate regulatory requirements and client expectations.