Client Service Executive Bank

Date PostedJune 24, 2026LocationSingaporeCompanyA-IT SOFTWARE SERVICES PTE LTDSalary$4,000 to $6,000 MonthlyTypeContract

Job Summary

As a Client Onboarding Executive under the Bank Onboarding Program, you will manage the international client onboarding journey. You will collaborate with internal teams to guide clients through regulatory, operational, and service requirements. Your goal is to ensure a seamless transition onto the Bank’s Singapore platform.

Responsibilities

  • Manage end-to-end client onboarding
  • Ensure documentation compliance (CRS, FATCA)
  • Perform welcome calls and service introduction
  • Monitor progress and resolve issues

Required Skills

  • 2+ years in banking/onboarding
  • Strong communication skills
  • Multilingual proficiency
  • Knowledge of banking products and regulations

Job Details

JOB DESCRIPTION • Manage end-to-end onboarding processes for international Bank’s clients, including account opening and product activation. • Liaise with Relationship Managers and Client Service Manager to ensure all required documentation is accurate, complete, and compliant with regulatory standards (e.g., CRS, FATCA). • Make welcome calls to new clients, introduce the bank's services, and guide them through their onboarding steps. • Provide assistance to clients on using BANK digital platforms and accessing relevant banking services in Singapore. • Monitor onboarding progress, follow up on outstanding items, and escalate issues as needed for timely resolution. • Deliver a high standard of customer service while adhering to compliance and operational guidelines. Key Requirements • Diploma or Degree in Business, Finance, or a related field preferred. • Minimum 2 years of relevant experience in banking, client servicing, or onboarding roles. Exposure to private or priority banking clients is advantageous. • Strong communication and interpersonal skills. Multilingual candidates preferred (English, Mandarin, Bahasa Indonesia) due to diverse client base (Taiwan, China, Indonesia). • Familiarity with basic banking products, digital channels, and onboarding regulations. • Meticulous, client-focused, and a dependable team player. • Comfortable working in a fast-paced environment with high attention to service detail.