Client Data & Documentation Specialist

GMP TECHNOLOGIES (S) PTE LTD; Singapore; On-site; SGD 48,000 - 72,000; Full time

Job summary

The Data Management Officer in GMP Technologies (S) Pte Ltd plays a key role in the Client Account Modification department, handling data maintenance across T24, CRM, eBanking and related systems for client portfolios and agents. You will support ad-hoc output requests and ensure accuracy in records.

Responsibilities include opening/closing data changes, compliance name checks, and timely e-banking processing. Strong Excel, VBA, and database familiarity are advantageous.

Qualifications

• Diploma/ Degree with at least 3 years of related working experience
• Previous experience in static and/or mailing related data maintenance for Client, Agent (EAM, EFA, Finder) and/or Counterparty records is preferred
• Good knowledge of account documentation requirements in a Private Banking environment will be an advantage
• Good knowledge of MS Office applications (Word, Excel, PowerPoint), Macros and Visual Basic knowledge as well as an aptitude for technology

Responsibilities

• Establish and build strong relationship through consistent interaction with Front Office/key stakeholders across the Bank regarding the services and support they require, and challenges faced.
• Manage Front Office’s queries and support troubleshooting
• Deliver consistent service and meet the established SLAs (Service Level Agreements) while complying with the Bank’s policies and procedures, as well as regulatory requirements
• Ensure timely and accurate processing of opening, closure and static data maintenance (e.g. blocking/unblocking of account, Relationship Manager reassignment, Agent and Counterparty records in the Bank’s various systems
• Ensure new account opening welcome pack with relevant enclosures are accurately processed and sent without delay to Client
• Conduct name searches for requests from Compliance / Legal
• Timely and accurate processing of e-banking applications /modifications / cancellations, mailing addresses and conditions changes for clients and agents
• Handle returned mails for client portfolios
• Manage ad-hoc client statements and advices printing requests
• Perform signature verifications of the client forms
• Support the team in user acceptance testing and procedures documentation
• Understand and possess good knowledge of system/business requirements in how Client/Counterparty/Agent records are maintained/derived
• Support any ad-hoc tasks / requests as assigned from time to time

Skills

Data maintenance

MS Office

Visual Basic

Education

Diploma/ Degree

Tools

Macros

VBA

CRM

T24

Job description

The Data Management Officer in GMP Technologies (S) Pte Ltd plays a key role in the Client Account Modification department, handling data maintenance across T24, CRM, eBanking and related systems for client portfolios and agents. You will support ad-hoc output requests and ensure accuracy in records.

Responsibilities include opening/closing data changes, compliance name checks, and timely e-banking processing. Strong Excel, VBA, and database familiarity are advantageous.