Client Onboarding & Lifecycle Specialist

Bank of Singapore, Asia’s Global Private Bank; Singapore; On-site; SGD 56,000 - 84,000; Full time

Job summary

Bank of Singapore seeks a Client Onboarding & Lifecycle Management professional to provide accurate document reviews and updates for post-on-boarding maintenance. You will coordinate with Front Office, Compliance and cross-functional Operations to ensure timely processing and adherence to policies.

Responsibilities include maintaining client static data, liaising on periodic reviews, handling queries and exceptions, and ensuring quality service across BOS locations.

Qualifications

• At least 3-4 years of experience relating to documentation.
• 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

Skills

Documentation

Teamwork

Communication

Attention to detail

Tools

MS Word

Excel

PowerPoint

Job description

Bank of Singapore seeks a Client Onboarding & Lifecycle Management professional to provide accurate document reviews and updates for post-on-boarding maintenance. You will coordinate with Front Office, Compliance and cross-functional Operations to ensure timely processing and adherence to policies.

Responsibilities include maintaining client static data, liaising on periodic reviews, handling queries and exceptions, and ensuring quality service across BOS locations.