Client Onboarding & Lifecycle Specialist

Bank of Singapore, Asia’s Global Private Bank; Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

Bank of Singapore in Singapore is seeking an experienced professional for Client Onboarding & Lifecycle Management. You will provide account services support across the onboarding, periodic review and maintenance lifecycle, reviewing documentation and ensuring accuracy.

Working with Relationship Managers, Compliance and Operations, you will manage data updates, resolve shortfalls, and uphold bank policies while delivering quick, high-quality customer service.

Qualifications

• At least 3–4 years of experience relating to documentation, preferably in private banking account services.
• 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 communicate clearly and concisely, both verbally and in writing

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
• 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
• Responsible for all document reviews and system updates for post on-boarding maintenance requests initiated by client or from Periodic KYC Reviews

Skills

Documentation

Attention to detail

Team player

Clear communication

Tools

MS Word

MS Excel

MS PowerPoint

Job description

Bank of Singapore in Singapore is seeking an experienced professional for Client Onboarding & Lifecycle Management. You will provide account services support across the onboarding, periodic review and maintenance lifecycle, reviewing documentation and ensuring accuracy.

Working with Relationship Managers, Compliance and Operations, you will manage data updates, resolve shortfalls, and uphold bank policies while delivering quick, high-quality customer service.