Client Account Services Specialist (Manager/AVP)

Bank of Singapore Limited; Singapore; On-site; SGD 52,000 - 66,000; Full time

Job summary

Bank of Singapore Limited is seeking a detail-oriented professional to review account opening documentation, ensuring completeness, including KYC and constitutional documents. You will support follow-ups with clients alongside Relationship Managers and update data into the onboarding system.

Candidate should have private or retail banking exposure, strong communication skills, and the ability to work in a team or independently with minimal direction.

Qualifications

• Similar experience in private banking or retail banking.
• 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.

Responsibilities

• Reviewing Account Opening documentation ensuring completeness, including any supported KYC/Constitutional documents.
• Identify deficient documentation with Relationship Manager and support follow-ups with the client.
• Update data from source documents into the Bank's Client Onboarding System
• Monitor and follow up on outstanding documentation to ensure timely submissions.
• Collaborate with Compliance to align with regulatory requirements.
• Support implementing a controls framework within the function and remediation with RTB teams.

Skills

Private banking experience

Retail banking experience

Strong communication skills

Team player

Independent worker

MS Word

MS Excel

MS PowerPoint

Tools

MS Word

MS Excel

MS PowerPoint

Job description

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.!

Bank of Singapore opens doors to new opportunities. !

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.