Client Onboarding & Documentation Specialist

Bank of Singapore, Asia’s Global Private Bank; Singapore; On-site; SGD 52,000 - 80,000; Full time

Job summary

Bank of Singapore in Singapore is seeking a Client Account Services Specialist to review account opening documentation for completeness, support Relationship Managers, and accurately update data in the bank’s onboarding system.

The role requires meticulous attention to detail, strong written and verbal communication, and the ability to work effectively both in a team and independently, with a focus on compliance and process controls.

Qualifications

• Similar experience in private banking or retail banking.
• 5+ years of working experience in a similar capacity.
• Meticulous and detail oriented.
• Strong communication skills, both verbally and in writing.
• Team player with ability to work independently.
• Proficient in MS Word, Excel and PowerPoint.

Responsibilities

• Review Account Opening documentation for completeness.
• Identify and follow up on deficient documentation with client.
• Update data from source documents into onboarding system.
• Monitor outstanding documentation to ensure timely submission.
• Collaborate with Compliance to align with regulatory requirements.
• Support implementing a controls framework to mitigate errors.

Skills

Attention to detail

Communication skills

Teamwork

Independent work

MS Office proficiency

Education

Degree

Tools

MS Word

Excel

PowerPoint

Job description

Bank of Singapore in Singapore is seeking a Client Account Services Specialist to review account opening documentation for completeness, support Relationship Managers, and accurately update data in the bank’s onboarding system.

The role requires meticulous attention to detail, strong written and verbal communication, and the ability to work effectively both in a team and independently, with a focus on compliance and process controls.