Client Service Officer Client Service Officer …

Search Ally Pte Ltd
in Singapore
Permanent, Full time
Last application, 24 Oct 20
$5K - $7K
Search Ally Pte Ltd
in Singapore
Permanent, Full time
Last application, 24 Oct 20
$5K - $7K
This role is to provide administrative services to Private Banking clients and Team Leader (TL) / Relationship Manager (RM) in relation to client on boarding, investments and transactions by coordinating between the relevant support and operations functions.

RESPONSIBILITIES:

  • Handle and liaise with support partners to resolve administrative and operational matters for TL/RMs. Handle clients’ enquiries/needs and assist in servicing their requirement. Establish good rapport with clients and service their needs effectively and on a timely basis.
  • Assist TL/RMs in executing investment transactions.
  • Assist TL/RMs in monitoring clients’ position.
  • Handle new account opening, account maintenance, credit application.
  • Ensure completeness of documents per the internal requirements.
  • Handle any periodic reviews such as credit, KYC and Client Risk Questionnaire.
  • Highlight suspicious activities/behavior of clients and staff e.g. account irregularities to Team Leader/Management/Compliance.
  • Attend all Private Banking Compliance and other mandatory training.
  • Understand the Bank’s KYC/AML/CDD framework.
  • To input the deal into the systems or raise appropriate deal tickets and complete the task at high efficiency, high accuracy, fast speed and minimal errors.

REQUIREMENTS: 

  • Minimum 5 years & above relevant experience
  • Experience in Client Servicing
  • Knowledge in KYC/AML/CDD process
  • Knowledge in investment products is preferred

 [EA License Number] 18C9289  |  [Registration Number] R1551292

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