Client Service Executive

HELIUS TECHNOLOGIES PTE. LTD.; Singapore; On-site; SGD 39,000 - 61,000; Full time

Job summary

HELIUS TECHNOLOGIES PTE. LTD. in Singapore seeks a Client Onboarding Specialist to manage the onboarding journey for international clients.

You will collaborate with internal teams and regional stakeholders to guide clients through regulatory, operational, and service touchpoints needed to onboard onto the platform. You will coordinate with Relationship Managers, perform welcome calls, conduct Webex sessions, and ensure documentation is accurate and compliant with CRS, FATCA and KYC regulations.

Qualifications

• Diploma or Degree in Business, Finance, or a related field.
• Minimum 2 years of relevant experience in banking, client servicing, or onboarding roles.
• Bilingual candidates preferred due to diverse client base.
• Familiarity with basic banking products, digital channels and onboarding regulations.

Responsibilities

• Manage end-to-end onboarding processes for international Treasures clients, including account opening and product activation.
• Liaise with Relationship Managers and Client Service Manager to ensure documentation is accurate, complete and compliant with regulatory standards (CRS, FATCA, KYC).
• Make welcome calls to new clients and guide them through onboarding steps.
• Conduct Webex video conferencing to guide customers through the digital onboarding journey.
• Provide assistance to clients using digital platforms and accessing banking services in Singapore.
• Monitor onboarding progress, follow up on outstanding items, and escalate issues for timely resolution.
• Deliver high standard of customer service while adhering to compliance and operational guidelines.

Skills

KYC knowledge

CRS compliance

FATCA compliance

Communication skills

Education

Diploma or Degree in Business/Finance

Job description

Job Summary:

As a Client Onboarding Specialist under the Treasures International (TRI) Onboarding Programme, you will play a key role in managing the onboarding journey for our international clients. Anchored in the programme's philosophy, "Treasures in One, Treasures in All," your work will ensure that our international clients receive a seamless and high-touch welcome

You will collaborate closely with internal teams and regional stakeholders to guide clients through the regulatory, operational, and service touchpoints needed to successfully onboard them onto the platform.

Key Responsibilities:

• Manage end-to-end onboarding processes for international Treasures clients, including account opening and product activation.
• Liaise with Relationship Managers and Client Service Manager to ensure all required documentation is accurate, complete, and compliant with regulatory standards (e.g., CRS, FATCA), demonstrating a strong understanding of KYC, Source of Wealth, CRS, and FATCA regulations.
• Make welcome calls to new clients, introduce the bank's services, and guide them through their onboarding steps.
• Conduct Webex video conferencing with customers to guide them through the digital onboarding journey.
• Provide assistance to clients using digital platforms and accessing relevant banking services in Singapore.
• Monitor onboarding progress, follow up on outstanding items, and elevate issues as needed for timely resolution.
• Deliver a high standard of customer service while adhering to compliance and operational guidelines.

Key Requirements:

• Diploma or Degree in Business, Finance, or a related field preferred.
• Minimum 2 year of relevant experience in banking, client servicing, or onboarding roles. Exposure to private or priority banking clients is advantageous.
• Strong communication and interpersonal skills. Bilingual candidates are preferred due to the diverse client base.
• Familiarity with basic banking products, digital channels, and onboarding regulations.
• Meticulous, client-focused, and a dependable team player.
• Comfortable working in a fast-pace with high attention to service detail.