PB Front Office Service Support-2

UOB • Phoenix, AZ

6d

About The Position

This role reports into COO function to operationalize Private Bank support via a central team setup. The role holder will /is: A team member of Central Team focusing on Private Bank process. Be part of a Central Team setup supporting the Front Office (including SCAs). Partner with Client Advisor to ensure the onboarding journey for Client is smooth Be part of the knowledge center to the Front Office for Client Onboarding documentation Process client account maintenance request and provision of general services to Front Office staff. Cover/ support activities part of end to end onboarding journey – from Account Opening form signed to Welcome Pack preparation to Client Responsible for simple queries from Front Office Work with Front Office to submit instruction to middle office/ back office Depending on the task, it may include entry into Private Bank system Adhere to Internal policies & procedures and escalate where necessary

Requirements

• Experience in leading a team for delivery
• Knowledge in private banking onboarding documentation process - handling account opening documentations
• Excellent organizational and client servicing skills and ability to multi-task and work under time pressure
• Good communication and interpersonal skills and ability to interact effectively
• Strong appreciation and in depth understanding of Private Banking business models and processes complemented by good program / project management skill sets
• Good understanding of Private Banking process and controls, front-to-back and an appreciation of use of IT as an enabler.
• Mature and able to work independently with minimal supervision and willingness to be hands on.
• Good inter-personal and communication skills and strong stakeholder management skills
• Confident and able to interact with colleagues from other functional areas

Responsibilities

• Be part of a Central Team setup supporting the Front Office (including SCAs).
• Partner with Client Advisor to ensure the onboarding journey for Client is smooth
• Be part of the knowledge center to the Front Office for Client Onboarding documentation
• Process client account maintenance request and provision of general services to Front Office staff.
• Cover/ support activities part of end to end onboarding journey – from Account Opening form signed to Welcome Pack preparation to Client
• Responsible for simple queries from Front Office
• Work with Front Office to submit instruction to middle office/ back office
• Depending on the task, it may include entry into Private Bank system
• Adhere to Internal policies & procedures and escalate where necessary

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees