2 часа назад
Client Account Services Specialist (Private Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Account Services Specialist (Private Banking): Reviewing client documentation and maintaining static account data for onboarding, periodic reviews, maintenance, and closure with an accent on accuracy, compliance, and timely processing. Focus on resolving documentation gaps, monitoring account exceptions, and coordinating with Relationship Managers, Compliance, and Operations teams.
Location: BOS Singapore
Company
is a global private bank within the OCBC Group, providing private banking and client account services.
What you will do
- Review client documentation and process post-onboarding maintenance requests.
- Update client static data accurately and promptly in the bank’s core system.
- Perform sanity checks for Periodic Review lists and prepare outstanding document lists.
- Liaise with Relationship Managers and Marketing Assistants on maintenance and review cases.
- Handle queries, exceptions, investigations, and documentation shortfalls with timely escalation.
- Monitor risks and controls to ensure alignment with bank policies and procedures.
Requirements
- 3–4 years of experience in documentation-related work, preferably in private banking account services.
- Meticulous, detail-oriented, and able to handle complex tasks.
- Ability to work independently with minimal direction and collaborate effectively across teams.
- Clear and concise verbal and written communication skills.
- Working knowledge of Microsoft Word, Excel, and PowerPoint.
Culture & Benefits
- Full-time, one-year contract position.
- Open, collaborative, and fair working culture.
- Professional and personal development programmes.
- Remuneration and non-financial benefits within the OCBC Group network.
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