Client Account Services Specialist (1 Year Contract)

OCBC Group; Singapore; On-site; SGD 45,000 - 73,000; Full time

Job summary

Bank of Singapore is seeking a Client Account Services Specialist for a 1 year contract to be worked onsite in Singapore. The role focuses on reviewing account opening documentation for completeness, ensuring KYC compliance, and supporting relationship managers in document follow-ups.

Ideal candidates have 5+ years in account documentation review within banking, with meticulous attention to detail and strong communication skills. Proficiency in MS Word, Excel, and PowerPoint is expected.

Qualifications

• Similar experience in private or retail banking.
• Minimum 5 years in a similar Account Documentation Review role.
• Meticulous and detail oriented with strong written and verbal communication.
• Able to work well in a team and independently with minimal direction.

Responsibilities

• Review account opening documentation for completeness, including KYC and constitutional docs.
• Collaborate with Relationship Manager to identify and follow up on deficient documents.
• Enter data from source documents into the client onboarding system accurately.
• Monitor outstanding documents to ensure timely submission and compliance with regulations.
• Support compliance to align processes with regulatory requirements and assist in controls implementation.

Skills

Attention to detail

Strong communication

Team collaboration

Independent worker

Tools

MS Word

Excel

PowerPoint

Job description

## Client Account Services Specialist (1 Year Contract)Apply: Onsite: BOS Singapore: Full time: Posted Today: JR00010429**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!# **Key Responsibilities*** Key responsibility of reviewing Account Opening documentation ensuring completeness. This may include reviewing any supporting KYC / Constitutional documents that may needed for more complex Account Openings.* Work with the Relationship Manager/Assistant Relationship manager in identifying any deficient documentation and support them in their follow-ups with the client.* Update data from source documents into the Bank’s Client Onboarding System* Monitor and follow up closely on outstanding documentation to ensure account opening documentations are submitted accurately and timely.* Work closely with Compliance to ensure policies and processes are aligned with latest regulatory requirements.* To support implementing a controls framework within the function. This includes identifying key risk areas and implementing periodic controls to mitigate any static errors. This also entails involvement in remediating any identified errors and working closely with the RTB teams to refine and enhance processes. # Requirements:* Similar experience in private banking or retail banking.* Candidates with minimum 5 years of working experience in a similar capacity and who has displayed keenness in developing a career in Account Documentation Review.* Meticulous and detail oriented* Strong communication skills, both verbally and in writing* Ability to work effectively as part of the team.* Ability to work independently with minimal direction.* Working knowledge of MS Word, Excel, PowerPoint.