Client Service Support Officer

Indosuez Wealth Management; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Singapore is seeking a Client Service Support Officer. This role involves providing administrative support to the Front Office, managing client instructions, and participating in risk management initiatives. Candidates should possess a university degree and 3-5 years of relevant experience, ideally in Private Banking. Strong organizational and interpersonal skills are key to success in this position.

Qualifications

• Minimum 3-5 years of relevant experience in a similar function.
• Private Banking experience is a plus.
• Ability to work in a time-sensitive environment.

Responsibilities

• Provide support to Front Office in administrative duties.
• Act as the point of contact for operational queries.
• Support risk management initiatives and project management.

Skills

Meticulousness

Problem-solving

Organizational skills

Interpersonal skills

Education

University degree in any discipline

Job description

The Client Service Support Officer (CSSO) works within a CSO central team under the responsibility of a Client Service Support Manager (CSM). You will be the process and project expert who provide quality solutions and CSO representation that drive success for front office by allowing them to focus on their core business. Depending on the experience of the applicant, the role may eventually evolved into a Client Service Officer (CSO).

KEY RESPONSIBILITIES

• Provide support to Front Office in administrative duties such as account opening documentation preparation, letter preparation/issuance and Account Closure process
• Perform independent callbacks for affirmation of client instructions or as directed by management
• Act as the point of contact for the Front Office – Support operational queries from various stakeholders such as Relationship Managers, Client Service Officers and internal clients from Controls or Operation Departments
• Support/Perform Front Office Control and Risk management duties
• Process and policy reviews
• Identify improvement areas, re-organizing workflows, design and implement business plans to smoothen Front Office processes
• Project management, stakeholder engagement and execution of remediation exercises and process changes implementation
• Conduct presentations to stakeholders for initiatives managed by CSSN
• Support Business Risk Manager in risk management initiatives
• Possibly perform CSO Business Management duties
• Administrative duties as required
• Any other duties that are assigned by Management

KEY REQUIREMENTS

• University degree in any discipline
• Minimum 3 - 5 years of relevant experience in a similar function, Private Banking experience will be an advantage
• Meticulous and accurate in executing work assigned with a strong risk control approach
• Demonstrates accountability and initiative.
• A problem solver who actively seeks solutions to resolve issues with demonstrable analytical skills
• Able to multi-task and work under time sensitive environment
• Excellent organizational skills
• Team player with the capability to work independently
• Excellent inter-personal skills
• Demonstration of appropriate values and behaviors including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations.