Analyst, Specialist, Account Opening & Static Data Control, Wealth Management Operations

Posted 7 Days Ago
Harbor Square, IL, USA
In-Office
Mid level
Fintech • Information Technology • Software • Financial Services
The Role
Process client onboarding and account opening for wealth management clients, maintain static data, handle returned mail, meet SLAs, support audits/regulatory reporting (FATCA/CRS), respond to front/middle office queries, and assist with UAT. Brokerage experience is a plus.
Summary Generated by Built In

Business Function

Group Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.


Responsibilities

- Support in client onboarding operation on daily processing including account opening and static data maintenance for Wealth management cutomers

- Review client documents/instruction and update the information to system as maker and checker

- Returned mail handling

- Ensure account opening and client static maintenance delivered within SLA

- Assist in Audit, regulatory review, FATCA and CRS reporting, etc

- Promptly response and provide solution on enquiries from Front office/Middle Office/COO office, etc

- Support UAT if needed

- Brokerage firm experience is a plus


Requirements

- University degree with minimum 3 years relevant experience within the Banking & Finance industry.

- Excellent attention to detail

- Good analytical, problem solving and communication skills

- Good understanding of IT systems and operational banking processes

- Ability to improve processes, coordinate multiple tasks and strong teamwork

- Good command of written and spoken English and Chinese.


Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognizes your achievements.

We regret only shortlisted candidates will be notified.

Location:

Two Harbour Square

Job:

Operations

Schedule:

Regular

Employee Status:

Full time

Skills Required

  • University degree with minimum 3 years relevant experience in Banking & Finance
  • Excellent attention to detail
  • Good analytical, problem solving and communication skills
  • Good understanding of IT systems and operational banking processes
  • Ability to improve processes, coordinate multiple tasks and strong teamwork
  • Good command of written and spoken English and Chinese
  • Brokerage firm experience
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The Company
41,000 Employees
Year Founded: 1968

What We Do

DBS Bank is a leading financial services group in Asia, headquartered in Singapore. It provides a full range of consumer, SME, and corporate banking services. The bank is recognized for its digital innovation, having been named 'World's Best Digital Bank' and 'World's Best Bank' by various publications. It also operates the DBS Foundation, which supports social enterprises and community initiatives, reflecting its commitment to creating impact beyond traditional banking.

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