Client Account Services Manager, Maintenance (Manager/ AVP)

Bank of Singapore, Asia’s Global Private Bank; Singapore; On-site; SGD 48,000 - 72,000; Full time

Job summary

Bank of Singapore is seeking a proactive Client Onboarding & Lifecycle Management professional to support post on-boarding maintenance activities. You will review documents, update client data and coordinate with Relationship Managers to ensure smooth client lifecycle management across BOS locations.

The role emphasizes meticulous data handling, timely resolutions to documentation gaps, and strong collaboration with Compliance and Operations teams within OCBC Group.

Qualifications

• 3–4 years of experience in banking operations, preferably private banking account services.
• Meticulous, detail-oriented, and ability to handle complexity.
• Strong teamwork and cross-department collaboration.
• Proficient in MS Word, Excel, PowerPoint.
• Excellent written and verbal communication skills.

Responsibilities

• Review and process all post on-boarding maintenance documents with accuracy and timeliness, following internal quality standards.
• Update client static data in Bank's core systems and coordinate with Front Office on status of maintenance cases.
• Liaise with Relationship Managers and Marketing Assistants to resolve documentation gaps and clarifications.
• Handle front office queries, escalate issues as needed, and ensure compliance with policies.
• Monitor account exceptions and ensure proper risk controls are observed.

Skills

Banking operations

Attention to detail

Teamwork

Communication

Independent work

Tools

MS Word

MS Excel

PowerPoint

Job description

Bank of Singapore opens doors to new opportunities. At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!

What You Do

Client Onboarding & Lifecycle Management - Client Account Services provide account services support in the areas of account documentation review, static and data inputs as well as account control and monitoring to Relationship Managers across all BOS locations through the account lifecycle from onboarding, periodic review, and maintenance till closure. This role reports into Account Services Maintenance where the candidate will be responsible for timely and accurate client static maintenance. Key stakeholders will include Relationship Managers/Marketing Assistants, Compliance and cross-functional Operations teams.

Overview

• Responsible for all document reviews and system updates for post on-boarding maintenance requests initiated by client or from Periodic KYC Reviews.
• Liaise with Front Office for any documentation shortfall or clarifications
• Effectively handles queries, exceptions, and investigation matters
• Ensures full compliance to policies and procedures
• Quick and quality customer service
• Open to new tasks as required by the business

Responsibilities

• Ensure documentations submitted by Front Office are processed accurately and timely, and in line with internal quality standards
• Perform sanity checks on Periodic Review list and prepares outstanding document list for distribution to the Front Office.
• Update of client static data into Bank's core system in timely manner
• Liaise with the Relationship Manager/Marketing Assistants on status of periodic review and maintenance cases.
• Keep abreast of risks and controls and ensure that processes are aligned
• Monitor and attend to any accounts exceptions and deviations to ensure compliant to Bank’s policies and procedures
• Handling Front office queries, ensure timely follow-up and/or escalation to stakeholders

Who You Are

• At least 3-4 years of experience relating to banking operations, preferably in private banking account services area.
• Meticulous, detail-oriented and ability to handle complexity.
• Ability to work effectively as part of the team.
• Maintain a positive working relationship with personnel of other sections and divisions of the bank
• Working knowledge of MS Word, Excel, Powerpoint
• Ability to work independently with minimal direction.
• Ability to communicate clearly and concisely, both verbally and in writing
• At least 3-4 years of experience relating to banking operations, preferably in private banking account services area.
• Meticulous, detail-oriented and ability to handle complexity.
• Ability to work effectively as part of the team.
• Maintain a positive working relationship with personnel of other sections and divisions of the bank
• Working knowledge of MS Word, Excel, Powerpoint
• Ability to work independently with minimal direction.
• Ability to communicate clearly and concisely, both verbally and in writing