About the Company
Leading global private banking and wealth management institution.
About the Job
- Handle account setup, closures, and ongoing static data updates like blocking/unblocking accounts, reassigning Relationship Managers, and updating Agent/Counterparty files.
- Dispatch new account welcome packages complete with required attachments to clients in an accurate, prompt manner.
- Execute name screenings and background checks as requested by Compliance and Legal teams.
- Process e-banking requests (activations, edits, cancellations) alongside updates to client or agent mailing addresses and special account conditions.
- Manage returned physical correspondence for client accounts.
- Process custom printing requests for client account statements and transaction notices.
- Conduct signature verification on all client documentation.
- Assist the team with user acceptance testing (UAT) and drafting procedural documentation.
- Maintain a solid understanding of system logic and business requirements regarding how Client, Counterparty, and Agent records are generated and managed.
- Maintain high standards of service quality while supporting process improvement and innovation initiatives.
- Assist with ad-hoc operational tasks and duties as delegated.
Skills and Requirements
- Understanding of static data management, client onboarding, or general banking operational processes.
- Open to fresh candidates with a strong interest in banking operations.
- Ability to execute compliance/legal name screenings and process e-banking and account modifications accurately.
- Capability to perform signature verifications and participate in user acceptance testing (UAT) and process documentation.
- Strong attention to detail, high commitment to service quality, and interest in process improvement.
- Adaptable and capable of handling ad-hoc operational requests effectively.
To apply online please use the 'apply' function.(EA: 94C3609/ R24124496)
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