Client Account Services Specialist (12 Months Contract)

Bank of Singapore, Asia’s Global Private Bank; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Bank of Singapore, Asia’s Global Private Bank, is seeking an experienced professional to review account opening documentation for completeness and compliance. You will work with Relationship Managers to identify missing items, update client data in the onboarding system, and monitor documentation status to ensure timely submissions.

The role requires 5+ years in a similar capacity, meticulous attention to detail, and strong communication skills.

Qualifications

• Private banking or retail banking experience preferred.
• Minimum 5 years in Account Documentation Review.
• Meticulous and detail oriented.
• Strong written and verbal communication skills.
• Proficiency with MS Office (Word/Excel/PowerPoint).

Responsibilities

• Review account opening documentation for completeness, including any required KYC/constitutional documents.
• Identify deficient documents with the Relationship Manager and assist with client follow-ups.
• Update data from source documents into the Bank’s Client Onboarding System.
• Monitor outstanding documents to ensure timely and accurate submissions.
• Collaborate with Compliance to ensure alignment with regulatory requirements.
• Contribute to implementing a controls framework and remediation with RTB teams.

Skills

Strong communication skills

Detail oriented

Team player

Independent worker

Tools

MS Word

MS Excel

MS 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!

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

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.

Who You Are

• 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.
• 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.