ContractFinance & accounting· Posted 5 Oct

Client Account Services Specialist, Maintenance Team (1 Year Contract)

OCBCFrom company site

Salary

Not stated by the company

When

To be confirmed

Where

Singapore

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Start: Not stated
Work mode: On-site
Experience: Some experience

About the role

This role sits within the Client Account Services Maintenance team at Bank of Singapore, supporting account static data upkeep and documentation review across the account lifecycle. You will work closely with Relationship Managers, Marketing Assistants, Compliance and cross-functional Operations teams to keep client records accurate and compliant. It suits someone meticulous and detail-oriented who can handle complexity and work with minimal supervision.

What you'll do

Review documents and update systems for post-onboarding maintenance requests raised by clients or through Periodic KYC Reviews
Process Front Office documentation accurately and on time, meeting internal quality standards

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Run sanity checks on the Periodic Review list and prepare outstanding document lists for Front Office distribution

Update client static data in the bank's core system promptly

Liaise with Front Office on documentation gaps or clarifications

Keep Relationship Managers and Marketing Assistants informed on periodic review and maintenance case status

Handle queries, exceptions and investigation matters

Monitor account exceptions and deviations to keep processes compliant with bank policies

Follow up and escalate Front Office queries to stakeholders in a timely way

Stay current on risks and controls and ensure processes stay aligned

Good to know

One-year contract, full time
Based at BOS Singapore

Requirements

At least 3–4 years of experience in documentation, ideally in private banking account services
Meticulous and detail-oriented, able to handle complexity
Able to work well within a team
Maintains positive working relationships with colleagues across sections and divisions
Working knowledge of MS Word, Excel and PowerPoint
Able to work independently with minimal direction

Benefits

Attractive remuneration package
Non-financial benefits
Development opportunities within OCBC Group's global network

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Client Account Services Specialist, Maintenance Team (1 Year Contract)

About the role

What you'll do

Good to know

Requirements

Benefits

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