Client Account Services Specialist, 6-months contract

OCBC; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Bank of Singapore is seeking a Client Account Services Specialist in Singapore. The role involves reviewing account opening documentation for completeness and collaborating with Relationship Managers to resolve deficiencies, while ensuring accurate data entry into the Client Onboarding System.

The position requires meticulous attention to detail, strong communication, and the ability to work both in a team and independently, with proficiency in MS Word, Excel and PowerPoint.

Qualifications

• Similar experience in private banking or retail banking.
• Minimum 5 years of working experience in a similar capacity.
• Meticulous and detail oriented.
• Strong communication skills, both verbal and written.
• Ability to work as part of a team and independently.
• Proficient in MS Word, Excel, and PowerPoint.

Responsibilities

• Review account opening documentation for completeness.
• Identify deficient documentation with Relationship Manager and follow up.
• Update data from source documents into the Bank's Client Onboarding System.
• Monitor outstanding documentation to ensure timely submission.
• Support compliance to align with regulatory requirements.
• Assist implementing a controls framework and work with RTB teams to refine processes.

Skills

Banking experience

Communication skills

Teamwork

Independent work

Education

Degree

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!

Bank of Singapore opens doors to new opportunities.

Start your career with Bank of Singapore as a Client Account Services Specialist!

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!

Job Description

• 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.

Work Experience & Requirement

• Similar experience in private banking or retail banking.
• Candidates with minimum 5years 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.

Degree