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

OCBC; Singapore; Sur place; SGD 60 000 - 90 000; Plein temps

Résumé du poste

Bank of Singapore is seeking a diligent Client Onboarding & Lifecycle Management specialist to support account services across the onboarding, periodic KYC reviews, and maintenance lifecycle. You will review documentation, update client static data, and coordinate with Relationship Managers and Compliance to ensure timely, accurate processing.

We value meticulous, team-oriented professionals with strong MS Word/Excel/PowerPoint skills who can work independently and handle complex scenarios while

Qualifications

• At least 3–4 years of experience in documentation-related roles, preferably in private banking account services.
• Meticulous, detail-oriented, able to handle complexity.
• Ability to work effectively as part of a team and maintain relationships across divisions.
• Strong written and verbal communication skills.

Responsabilités

• 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 reviews and maintenance cases.
• Keep abreast of risks and controls and ensure processes are aligned with policies.
• Monitor and address any account exceptions and deviations to ensure compliance with Bank’s policies.

Connaissances

Documentation review

Attention to detail

Team collaboration

Communication

Independent work

Outils

MS Word

MS Excel

PowerPoint

Description du poste

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