Bruc Bond is a global financial services firm and brand operating from Asia-Pacific, Europe, UK and North America. Our mission is to simplify corporate banking. We connect entity clients to a diverse network of partner banks and financial institutions, and manage their relationship seamlessly for the long term.
We facilitate the opening of bank accounts and enable their ongoing management, via an extensive network of partner banks, a top-class open banking platform, and the highest quality of customer service.
We are looking for ambitious, business-minded, finance oriented and enterprising Client Operations Executive/Specialist to join an international team of experts in banking, compliance, and corporate account management to help support our growing operations.
Job description and responsibilities:
· Lead, own client onboarding process from gathering & record-keeping of documents to system on-boarding to commence services
· Develop, improve, execute on client transaction processing in compliance with procedures
· Execute necessary compliance screening checks per procedures and escalate to Compliance leader as required for approval
· Maintain, monitor running client management profile listing to manage on-going relationships
· Prepare, review and ensure claims on partners for revenues due on a timely manner
· Timely payments as per compensation agreement with prospecting re-sellers
· Set, lead reviews for on-boarding progress to plan and Ongoing reporting to management using existing procedures
· Daily communication with clients through various channels
· Lead, execute Clients’ periodic relationship reviews to procedures, delivering a well-tracked on-boarding and maintenance process through coordination across stake-holders
· Maintenance of client communications records and reporting to managerial stakeholders
· Extensive collaboration with internal stakeholders across several departments (Business Development, external Re-Sellers, operations, legal, finance, etc.)
· Ensuring excellent customer experience to fulfill our mission of “Private Banking experience to Corporate Clients”
· Contribute to enhancements / process improvements for improving effectiveness
Requirements for performing the role effectively:
· Good English proficiency (written and verbal)
· Excellent and organizational communication skills
· Ability to work independently maximizing learning from colleagues
· High level of accuracy and attention to detail
· Strong client relationship management skills
· Proficiency in MS Office and other editing tools with ease of adaptation to other emerging digital technologies
· 1-3 years of experience with a regulated financial institution; prior client-facing role an advantage
· Originality and entrepreneurial thinking - proactive in suggesting solutions to challenges.
The Role offers:
· Opportunity for professional and personal development
· Opportunity to work in globally diverse work environment and markets
· Location: Singapore
· Position type: Full-time
· Local and international trips may be required
