Client Documentation - Data Management/Mailing (Private Bank, 12 months contract)

Responsibilities:

Overview:

The Data Management Officer is a key member in the Client Account Modification department.

Responsible for data maintenance in T24, CRM,Filler, eBanking, etc for client portfolios and agents (EAM/EFA/Finder relationships), as well as handling of ad-hoc client output requests.

Description:

• Establish and build strong relationship through consistent interaction with Front Office/key stakeholders across the Bank regarding the services and support they require, and challenges faced.
• Manage Front Office's queries and support troubleshooting

• Deliver consistent service and meet the established SLAs (Service Level Agreements) while complying with the Bank's policies and procedures, as well as regulatory requirements

• Ensure timely and accurate processing of opening, closure and static data maintenance (e.g. blocking/unblocking of account, Relationship Manager reassignment, Agent and Counterparty records in the Bank's various systems

• Ensure new account opening welcome pack with relevant enclosures are accurately processed and sent without delay to Client

• Conduct name searches for requests from Compliance / Legal

• Timely and accurate processing of e-banking applications /modifications / cancellations, mailing addresses and conditions changes for clients and agents

• Handle returned mails for client portfolios
• Manage ad-hoc client statements and advices printing requests
• Perform signature verifications of the client forms
• Support the team in user acceptance testing and procedures documentation
• Understand and possess good knowledge of system/business requirements in how Client/Counterparty/Agent records are maintained/derived
• Support any ad-hoc tasks / requests as assigned from time to time

Requirements:

• Diploma/ Degree with at least 3 years of related working experience

• Previous experience in static and/or mailing related data maintenance for Client, Agent (EAM, EFA, Finder) and/or Counterparty records is preferred

• Good knowledge of account documentation requirements in a Private Banking environment will be an advantage

• Good knowledge of MS Office applications (Word, Excel, PowerPoint), Macros and Visual Basic knowledge as well as an aptitude for technology

We regret that only shortlisted candidates will be notified.

GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | Charnele Tan | Registration No: R1105360