Financing & Client Services Specialist

Crédit Agricole CIB; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

Crédit Agricole CIB in Singapore seeks a Finance & Client Services professional to support agency, transaction management and client service for loans, cash management and receivables & supply chain finance. You will act as a key operational contact for internal stakeholders and clients, ensuring efficient execution, risk control and data integrity.

The role also contributes to broader FCS initiatives, drives process improvements and supports cross-functional projects while upholding compliance

Responsibilities

• Providing indicative loan or deposit rates to clients on a daily or weekly basis where required.
• Provide and collect Standard Settlement Instructions (SSI) from / to Clients.
• Liaise with Treasury for base rates and confirm applicable margins with Front Office prior to communicating with clients.
• Managing bilateral loans and deposits processing for clients in scope, including: liaising with Borrowers to confirm amount, tenor, and rates.
• Preparing bookings tickets and ensuring timely payment execution.
• Follow up loans and deposits related documents.
• Providing loan advice and transaction confirmations to clients.
• Ensuring repayments are received on value dates.
• Response to all client enquiries related to statements, rates, limit availability, etc.
• Check Conditions Precedent (CP) before drawdown is allowed and follow up for CS documents if any.
• Ensure compliant with Facility Agreement / Letter of Offer.
• Ensure KYC has been completed and validated.
• Raise invoices for fees / follow up for fees receivable and ensure appropriate booking.
• Coordinate with Back Office for transaction booking under appropriate desks and profit center.
• Investigate and follow up for rectification of anomalies.
• Provide client services and act as a key contact for Clients on account-related matters and cash management enquiries.
• Ensure efficient communication and issue resolution to maintain high client satisfaction and strong business relationships.
• Action / Validate for all radical / counterpart’s creation, modification, transfer or closure in all related systems.
• Ensure that all transactions are executed within approved credit approval conditions, documentation, target operating model and regulatory frameworks.
• Monitor portfolio triggers, utilization, and exception items with timely escalation where necessary.
• Contribute to audit readiness and internal control processes.
• Support workflow improvement through process automation and operational efficiency initiatives, including the use of AI internal tools, automation tools and Excel macros.
• Participate in User Acceptance Testing (UAT) and tool enhancements.
• Contribute to the initiative aimed at improving data accuracy, operational controls and transaction efficiency.
• Contribute to ongoing development of the FCS Target Operating model (TOM) and departmental transformation initiatives.
• Support ad hoc projects, new activity and cross-functional improvement initiatives within FCS.
• Act as subject matter for cash, client service, and counterpart administrative processes and provide training to junior team members if needed.
• Support any ad-hoc tasks depending on the team capacity.
• Comply with all applicable legal, regulatory and internal Compliance requirements, including, but not limited to, the Singapore Compliance manual and Compliance policies and procedures; Financial Security requirements, including the prevention of Financial Crime and Fraud.

Job description

Crédit Agricole CIB in Singapore seeks a Finance & Client Services professional to support agency, transaction management and client service for loans, cash management and receivables & supply chain finance. You will act as a key operational contact for internal stakeholders and clients, ensuring efficient execution, risk control and data integrity.

The role also contributes to broader FCS initiatives, drives process improvements and supports cross-functional projects while upholding compliance