Client Document Review Officer ( General docs)- 1 yr renewable contract + 1 mth completion bonus)

Position: Client Document Review Officer ( General docs)- 1 yr renewable contract + 1 mth completion bonus)

We are hiring for a reputable Private Bank.
We are hiring a Client Document Review officer under the General Docs team.

GENERAL DESCRIPTION

The Document Review Officer is a key member in the Client Account Modification Team within COO organisation supporting private bank clients. He/she is responsible for the accurate and timely processing of the account modification as well as the efficient handling of enquiries, escalating to senior colleagues where necessary. He/She is to work proactively with the business and other internal functions to be successful in the role.

He/she is responsible for the accurate and timely processing of the account modification as well as the efficient handling of enquiries, escalating to senior colleagues where necessary.

KEY FEATURES OF THE POSITION

• Review account documents submitted by Relationship Managers (RMs)

• Ensure timely and accurate processing of client’s change in circumstance and amendments on the accounts in accordance to prevailing bank procedures and policies

• Ensure document deficiencies are accurately tracked and escalated as per procedure

• Ensure quality service is provided to internal clients, i.e. RMs / Assistant RMs

• Support other departments in various activities (e.g. information retrieval, remediation)

• Support new initiatives and ad-hoc tasks as assigned by Managers or HOD

• Support the team in user acceptance testing

SKILLS REQUIREMENTS OF THE POSITION

• Degree/Diploma with at least 1 years of related banking working experience, preferably with strong client documentation experience

• knowledge of account documentation requirements in a Private Banking Environment

• working knowledge and applicability in FATCA/CRS/QI regulation and reporting will be advantageous

• knowledge of MS Office software applications and aptitude for technology

Work location: East (next to Expo MRT)

Only shortlisted candidate will be contacted.

R22105542