U
Privilege Service Manager, Client Mangement Services
U
Privilege Service Manager, Client Mangement Services
United Overseas Bank- Posted a day ago
- Be among the first 10 applicants
Job Description
Job Responsibilities
- Provide day-to-day administrative and sales support to Relationship Managers in managing and servicing their client portfolios.
- Assist with client servicing requests, account-related matters, documentation and follow-up to ensure timely completion.
- Respond promptly and professionally to client enquiries, concerns and requests, delivering a high standard of customer service.
- Collaborate with internal product specialists, operations and support teams to facilitate banking solutions and ensure a seamless client experience.
- Support Relationship Managers in coordinating client documentation, account maintenance and other servicing requirements.
- Ensure client information and documentation are complete, accurate and maintained in accordance with established processes.
- Adhere strictly to internal policies, procedures and regulatory requirements, including Anti-Money Laundering (AML) and Know Your Customer (KYC) requirements.
- Assist in identifying and following up on outstanding documentation or compliance-related matters.
- Support sales and relationship management activities by helping Relationship Managers coordinate client requests and internal follow-ups.
- Maintain professionalism and confidentiality when handling sensitive client information.
Job Requirements
- Diploma or Degree in Business, Banking & Finance, or a related discipline.
- Prior experience in banking, financial services, client servicing, sales support or relationship management support would be advantageous.
- Strong customer-service orientation with good interpersonal and communication skills.
- Detail-oriented and organised, with the ability to manage multiple client requests and administrative tasks.
- Comfortable working with different internal stakeholders and coordinating across teams.
- Good understanding of banking documentation, AML/KYC and regulatory requirements would be an advantage.
- Able to work independently while collaborating effectively within a team.
- Proactive, responsive and committed to delivering a positive client experience.
More Info
Key Skills
relationships with internal stakeholders
establish quality processes
Ensuring Client Satisfaction
RESPOND TO CLIENTS
Collaborate With Internal Team
support sales managers
Safeguarding Policy
Service follow-ups
