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Client Onboarding Specialist

2 months ago

Singapur, Singapore The Edge Partnership Full time

About The Edge Partnership

We are a leading financial services firm dedicated to providing exceptional client experiences. As a Client Onboarding Specialist, you will play a critical role in ensuring seamless onboarding processes for our clients.

Key Responsibilities

  • Maintain accurate and up-to-date client static data, ensuring compliance with regulatory requirements.
  • Handle account openings, closures, and updates, reviewing relevant documentation to ensure accuracy and completeness.
  • Conduct thorough reviews of change maintenance requests related to Know Your Customer (KYC) requirements.
  • Identify opportunities for process improvements and suggest enhancements to our workflow.
  • Perform other relevant tasks, such as handling reference letter requests and processing online banking accounts.

Requirements

  • Minimum 3-7 years of experience in client onboarding and data maintenance in a financial services firm, preferably in wealth management or private banking.
  • Strong attention to detail, with the ability to multitask and work independently.
  • Excellent communication skills to interact effectively with various departments.
  • Experience with Avaloq is highly desirable.