Client Services Specialist – Accounts & Compliance (Singapore)

Charles Schwab Corporation; Singapore; On-site; SGD 60,000 - 90,000; Full time

Benefits offered by this job

Bonus opportunities

Job summary

Schwab Singapore is seeking a detail-oriented specialist to support client onboarding, account maintenance, cashiering, and general servicing. You will review documentation, perform AML and risk checks, and communicate clearly with clients and partners across channels.

The role requires strong attention to detail, regulatory understanding, and the ability to manage changing priorities in a regulated brokerage environment.

Qualifications

• Diploma or degree in business, finance, banking, or related discipline preferred; equivalent relevant experience may be considered.
• Must have current Schwab experience
• Prior experience in brokerage operations, financial services, client service, account opening, account maintenance, compliance, or cashiering preferred.

Responsibilities

• Review and process Schwab Singapore account opening documentation, account maintenance requests, and cashiering instructions in accordance with firm procedures and applicable controls.
• Perform required client identification, due diligence, Anti-Money Laundering, sanctions, and related risk-control checks, escalating exceptions or higher-risk matters as appropriate.
• Support clients through phone, email, chat, and in-person channels, including requests relating to account applications, documentation, funding, withdrawals, account access, and general servicing.
• Notify clients and internal partners of missing information, rejected or approved requests, processing status, and required next steps in a clear, timely, and professional manner.
• Review account information and holdings before processing money movement or maintenance requests to reduce the risk of errors, debit balances, restrictions, or client impact.
• Maintain accurate records, case notes, supporting documentation, and evidence of completed reviews in approved systems.
• Partner with regional and global teams, including Compliance, Operations, Cashiering, Tax, Account Services, and business stakeholders, to resolve client and process issues.
• Follow desktop procedures, service-level expectations, quality standards, and escalation protocols while identifying opportunities for continuous improvement.
• Support special projects, remediation exercises, research requests, client events, seminars, and other business priorities when required.

Skills

Account opening

Customer service

Regulatory compliance

Due diligence

Communication

Education

Diploma or degree in business/finance/banking

Tools

Microsoft Office

Brokerage systems

Job description

Schwab Singapore is seeking a detail-oriented specialist to support client onboarding, account maintenance, cashiering, and general servicing. You will review documentation, perform AML and risk checks, and communicate clearly with clients and partners across channels.

The role requires strong attention to detail, regulatory understanding, and the ability to manage changing priorities in a regulated brokerage environment.