Client Onboarding & Lifecycle Specialist

OCBC Group

Singapore

On-site

SGD 60,000 - 100,000

Full time

14 days+

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Job summary

Bank of Singapore is seeking a diligent Client Onboarding & Lifecycle Management professional to support documentation review, data updates, and periodic KYC reviews across BOS locations. You will collaborate with Relationship Managers, Compliance and Operations teams to ensure timely, accurate processing and policy compliance throughout the account lifecycle.

Responsibilities include handling documentation from Front Office, updating static data, and resolving queries while maintaining strong

Qualifications

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.
Working knowledge of MS Word, Excel, 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 list and prepare 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.