Processor Acct Servicing and Mnt

Join us as an Analyst, Client Services Team in Kuala Lumpur, Malaysia. As a key member of our Client Services team, you will play a crucial role in ensuring the timely and accurate maintenance of client information and respective data in systems. You will work closely with the Client Lifecycle Management (CLM) team and Private Banking Relationship Manager (RM) team to ensure client accounts are opened, updated, and/or closed as per instructions within Service Level Agreement (SLA).

Key responsibilities:

• Support and assist managers to ensure the day-to-day services/requests of client services team complete for Global Private Banking (GPB) Asia Private Banking (Hong Kong and Singapore).
• Check and validate the data capture in system for all account service requests accurately and timely within SLA and comply with standards and policy.
• Supporting the implementation of change programmes that impact the direct team or process.
• Check and complete the annual processes (e.g. CRS/FATCA attestation, W-Form renewal, TIN collection, etc) completed on time with high quality standard.
• Handle business partners' inquiries promptly within reasonable time.
• Report exception and irregularities promptly for management awareness.
• Provide guidance to junior staff and new joiner.
• Share best practices to improve internal process within the team.
• Maintain effective communication with Front-office and CLM team.
• Participate in business initiatives/projects as team representative to provide input, conduct user acceptance test and provide sign-off for implementation.

Requirements:

• Ideally some working knowledge of Anti Money Laundering (AML), regulatory compliance within the banking and financial services industry.
• Minimum of a bachelor’s degree in business/finance or relevant work experience.
• Proven customer service, account opening/closure and/or CRS and FATCA experience is preferential.
• Strong teamwork initiative and good communication skills.
• Ability to work with a wide range of stakeholders.
• Familiarity with Microsoft Word, Microsoft Excel, and Internet Explorer. Advanced Excel skills is an advantage.
• Strong written and communication skills in English.
• Self-motivated, strong teamwork initiative and able to work independently.
• Able to read and write Chinese (or Cantonese) is welcomed.