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Our client is a global Private Bank, with a strong presence across APAC, Europe and America. Ensure accurate processing of opening, closure and data maintenance for the bank's clients, agents and counterparty; Ensure onboarding welcome pack processed and sent to clients; Review of documents submitted by front office; Process client's change in circumstance and amendments on the account; Ensure document deficiencies are accurately tracked and escalated; Assist in name searches for Compliance and Legal team; Provide quality service to clients and internal stakeholders.
Job Responsibility
Ensure accurate processing of opening, closure and data maintenance for the bank's clients, agents and counterparty
Ensure onboarding welcome pack processed and sent to clients
Review of documents submitted by front office
Process client's change in circumstance and amendments on the account
Ensure document deficiencies are accurately tracked and escalated
Assist in name searches for Compliance and Legal team
Provide quality service to clients and internal stakeholders
Requirements
Degree with at least 2 years of relevant working experience
Prior experience in banking client documentation and maintenance