Account Services Manager
4 weeks ago
This role is crucial in providing support for corporate and private wealth account setup and maintenance, ensuring strict compliance with internal policies and regulatory guidelines.
Key Responsibilities:
- Manage CIF and account setup/maintenance processes for corporate and private wealth clients, ensuring compliance with policies and turnaround times.
- Collaborate with internal departments to streamline client/account data processing and ongoing monitoring.
- Handle general control management duties, including audit confirmations, dormant account management, and returned mail processing.
- Review and manage physical documentation processes, including storage, record-keeping, and archival.
- Participate in projects, system upgrades, UAT, SOP reviews, and process improvements.
- Provide leadership and functional guidance to junior staff.
- Offer cross-team support in the absence of team members.
Key Qualifications:
- 5+ years of experience in client/account static data maintenance and general control management in banking or financial services.
- Ability to multi-task across functions with excellent teamwork skills.
- Hands-on experience with banking systems such as Flexcube and Avaloq.
- Proven leadership experience in managing and guiding a team.
- Proficiency in Microsoft Office applications.
- Willingness to take on ad-hoc tasks as assigned by the Head of Operations.
- Strong communication skills to interact with stakeholders, including Head Office teams in Taiwan.
This is an exciting opportunity for a proactive professional with a strong background in account services within the banking industry.
Please submit your resume to apply.
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