Client Account Services Specialist, Maintenance Team (1 Year Contract)

Bank of Singapore Limited; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Bank of Singapore is seeking a detail-oriented professional to support client onboarding and lifecycle maintenance. You will review documents, update client data in the core system, and coordinate with Relationship Managers and Compliance to resolve issues.

The role emphasizes accuracy, timely processing, and adherence to internal controls. The position involves handling periodic reviews, data validation, and responding to Front Office inquiries while maintaining high service standards across

Qualifications

• 3–4 years of experience in documentation, preferably in private banking account services.
• Meticulous, detail-oriented and able to handle complexity.
• Ability to work effectively as part of a team and coordinate with multiple stakeholders.
• Proficient in MS Word, Excel and PowerPoint.

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 lists and prepare outstanding document lists for distribution to the Front Office.
• Update client static data into Bank's core system in a timely manner.
• Liaise with Relationship Manager/Marketing Assistants on status of periodic review and maintenance cases.
• Keep abreast of risks and controls and ensure processes are aligned.
• Monitor and address any accounts exceptions and deviations to ensure compliance with Bank’s policies and procedures.
• Handle Front Office queries, ensure timely follow-up and/or escalation to stakeholders.

Skills

Documentation experience

Collaboration

Communication

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!

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

Requirements

• At least 3-4 years of experience relating to documentation, 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

Let’s build the bank we need for the future we want. Find the best version of yourself in a friendly, supportive team. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.