Client Account Services Manager, Maintenance (Manager/ AVP)

OCBC Group; Singapore; Hybrid; SGD 45,000 - 65,000; Full time

Job summary

OCBC Group in Singapore seeks a Client Onboarding & Lifecycle Management professional for Client Account Services. The role covers document reviews, data updates, and post on-boarding maintenance across the client lifecycle, with collaboration across Relationship Managers, Compliance, and cross-functional Operations teams.

The candidate will ensure timely and accurate client static maintenance, supporting onboarding, periodic reviews, and maintenance through to closure.

Qualifications

• 3–4 years of experience in banking operations, preferably private banking account services.
• Meticulous and detail oriented, able to handle complexity.
• Ability to work effectively in a team and maintain positive internal relationships.

Responsibilities

• Ensure primary documentation reviews and data inputs are accurate and timely.
• Process on-boarding maintenance requests and periodic KYC reviews.
• Liaise with Front Office for documentation shortfalls and clarifications.
• Handle queries, exceptions, and investigation matters.
• Escalate issues to stakeholders as needed to ensure policy compliance.
• Maintain ongoing awareness of risks and controls in processes.

Skills

Banking operations experience

Attention to detail

Team collaboration

Communication skills

Independent work

Tools

MS Word

Excel

PowerPoint

Job description

WHAT YOU DOClient 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 stakeholdersWHO 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