Job Description

Job Responsibilities

Engage institutional clients via email and phone to obtain outstanding information and documentation required for client onboarding and data remediation.
Follow up on missing information and documentation, coordinating with BMO and relevant internal teams to ensure timely resolution of outstanding items.
Liaise with custody clients to fulfil outstanding onboarding requirements, including obtaining client consent and standing instructions.
Coordinate with Relationship Managers, internal departments, and other stakeholders to facilitate client onboarding and resolve pending issues.
Follow up with CDP-linked clients to obtain standing instructions for crediting sale proceeds and debiting purchase amounts, where applicable.
Job Requirements
- Diploma or equivalent qualification in Business Administration, Banking, Finance, or a related discipline.
- Relevant experience in administrative support, client servicing, customer service, banking operations, or documentation management.
- Good communication and follow-up skills, with the ability to engage institutional clients and internal stakeholders professionally via email and phone.
- Strong organisational skills with good attention to detail and accuracy in maintaining records and trackers.
- Proficiency in Microsoft Office applications, particularly Excel, Outlook, and Word.
- Ability to coordinate across multiple teams, manage outstanding tasks, and meet deadlines.
  Thanks, and Best Regards
  Karanam Vijaya Kiran
  (EA Registration no: R1443178)
  HP: +65 92333815
  Recruitment Manager
  Helius Technologies Pte Ltd (EA Licence No: 11C3373)
  https://www.linkedin.com/in/vijay-karanam-68462131/