Financing and Client Services Associate

2 weeks ago

Singapore CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK Full time

Supporting Front Office
- Client Servicing

**1. KYC / Supporting Front Office**:

- Responsible for Supporting Front Office in Client onboarding process, periodic review, modification and closure processes ensuring the bank complies with all applicable regulations and internal policies.
- Receive briefing from business lines to understand future transactions/deals and launch onboarding processes liaising with the KYC platform.
- Engage and work with business lines and external clients to obtain necessary information and documentation.
- Ensure all original documents have been received in a form satisfactory to the bank;
- Coordinate with internal teams and clients for timely completions;
- Provide proactive support and advice to the business and other functions on all issues;
- Escalate any red flag to the bank’s Financial Security department;
- Participate in projects with relation to regulatory changes, new processes, system enhancements, remediation exercises as well as audits.

**2. Client servicing**
- Support Front Office and liaise with clients to ensure timely opening of current accounts;
- Ensure all necessary account opening documents have been received in original or certified true copy forms;
- Answer client requests concerning current accounts, online banking and cash management queries
- Answering Client related queries on their accounts (Account balances / monthly account statements, Audit confirmations, Facility usage, etc) and any new activity related to ITB Business if need be

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