Client Onboarding Specialist

2 days ago

Singapore Bank of Singapore Full time

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today

Bank of Singapore opens doors to new opportunities.

Bank of Singapore opens doors to new opportunities.

Start your career with Bank of Singapore as Client Account Services Specialist within Client Onboarding & Lifecycle Management department

This position within Client Onboarding & Lifecycle Management is primarily responsible for providing account services support in the areas of account documentation review (e.g. onboarding, maintenance and periodic review) where the candidate will be primarily responsible for performing account services task involving documentation review.

Key stakeholders will include Front Office, Legal, Compliance and Change Management Teams.

Responsibilities

  • Review and process new account opening applications/ post onboarding changes.
  • Ensuring all documentation meets internal policies and regulatory requirements.
  • To perform CRS/ FATCA reasonableness checks.
  • Perform end-to-end account opening and static data in banking system.
  • Handle and respond to queries from various stakeholders in relation to account opening, static updates and documentation requirements in a timely and professional manner.
  • Adherence to service level agreement.
  • Perform other tasks that may be assigned by line manager from time to time and ensure the effective discharge of the tasks assigned (such as process improvements in the account services workflow).
  • To support implementing a controls framework within the function. This includes identifying key risk areas and implementing periodic controls to mitigate any static errors. This also entails involvement in remediating any identified errors and working closely with the RTB teams to refine and enhance processes.
  • Support system enhancement, participate in UAT testing.
  • Liaise with front office, relationship managers to clarify outstanding documentation or information gaps to ensure smooth processing.
  • Similar experience in private banking or retail banking. Candidates with up to 4 years of working experience in a similar capacity and who has displayed keenness in developing career in the area of Client Due Diligence space.
  • Min Diploma/Degree Holder

  • Client Onboarding Specialist

    1 week ago

    Singapore beBeeOnboarding Full time

    Job Title: Client Onboarding Specialist About the Role: We are seeking a skilled Client Onboarding Specialist to join our team. In this role, you will be responsible for maintaining accurate and up-to-date client records, conducting thorough reviews of

  • Client Onboarding Specialist

    2 weeks ago

    Singapore beBeeOnboarding Full time $80,000 - $120,000

    Job Title: Client Onboarding SpecialistAt our institution, we are dedicated to providing exceptional banking services to our clients. The Client Onboarding Specialist plays a vital role in ensuring that all new clients are properly onboarded and integrated into our system.The ideal candidate will have excellent communication skills, be highly organized, and...

  • Client Onboarding Specialist

    2 weeks ago

    Singapore beBeeClient Full time $40,000 - $60,000

    Client Onboarding SpecialistAbout the Role:We are seeking a skilled Client Onboarding Specialist to join our team. As a Client Onboarding Specialist, you will be responsible for maintaining accurate and up-to-date client records and documentation.Responsibilities:Maintain accurate and latest client records and documentationConduct thorough reviews of clients...

  • Client Onboarding Specialist

    1 week ago

    Singapore FX TECHNOLOGY PTE. LTD. Full time

    Roles & Responsibilities Role Overview The Onboarding Specialist is responsible for guiding new clients through the initial setup and integration process, ensuring a smooth and efficient transition into the company's products or services. This role involves coordinating with internal teams, providing training and resources, addressing client inquiries, and...

  • Client Onboarding Specialist

    3 days ago

    Singapore FX TECHNOLOGY PTE. LTD. Full time

    Role Overview The Onboarding Specialist is responsible for guiding new clients through the initial setup and integration process, ensuring a smooth and efficient transition into the company’s products or services. This role involves coordinating with internal teams, providing training and resources, addressing client inquiries, and ensuring all technical...

  • Client Onboarding Specialist

    1 week ago

    Singapore beBeeOnboarding Full time $42,000 - $210,000

    Job Title:Client Onboarding SpecialistAbout the Role:We are seeking a skilled Client Onboarding Specialist to join our team. In this role, you will be responsible for maintaining accurate and up-to-date client records, conducting thorough reviews of account information, coordinating onboarding processes, and providing exceptional customer service.Key...

  • Client Onboarding Specialist

    2 weeks ago

    Singapore FX TECHNOLOGY PTE. LTD. Full time

    **Role Overview** The Onboarding Specialist is responsible for guiding new clients through the initial setup and integration process, ensuring a smooth and efficient transition into the company’s products or services. This role involves coordinating with internal teams, providing training and resources, addressing client inquiries, and ensuring all...

  • Client Onboarding Specialist

    2 weeks ago

    Singapore beBeeOnboarding Full time $80,000 - $120,000

    Job Title: Client Onboarding SpecialistJob Description:The Front Office Onboarding team is responsible for ensuring all new client accounts comply with Know Your Customer (KYC), Anti-Money Laundering (AML), and other regulatory requirements. We work closely with the Front Office, compliance, and operations to provide a smooth onboarding process while...

  • Client Onboarding Specialist

    1 week ago

    Singapore beBeeCustomer Full time $42,000 - $210,000

    The company seeks a skilled professional to fill the role of Client Onboarding Specialist.This position involves maintaining accurate and up-to-date client records, conducting thorough reviews of account information, coordinating onboarding processes, and providing exceptional customer service.

  • Client Onboarding Specialist

    2 weeks ago

    Singapore beBeeCompliance Full time $80,000 - $120,000

    Job Title: Client Onboarding SpecialistWe are seeking a skilled Client Onboarding Specialist to join our team. In this role, you will be responsible for coordinating the onboarding process for new clients, ensuring compliance with regulatory requirements, and maintaining accurate client records.Key Responsibilities:Coordinate the onboarding process for new...