Client Static Maintenance Officer
Core
Process front office submissions for client static maintenance (name/ID/contact/address changes), support internet banking requests, and manage end-to-end account opening and maintenance.
Role type
Client Operations Officer
Builds
Client account records and static data in banking systems
Domain
Banking / Financial Services
Required skills
Client data management, Account opening processes, Internet banking support, Portfolio risk profile handling, FATCA/CRS compliance, Audit confirmation processing
Preferred skills
None stated
Technologies
PB systems
Responsibilities
Process front office submissions for client static maintenance, Support requests for internet banking services, Process end to end account opening, Handle Portfolio Risk Profile submissions, Support FATCA / CRS activities, Handle Audit Confirmation and Letter of Reference requests
Seniority
Entry-level