Officer, iCIMB MSC- Singapore Operations (Account Services Maintenance (Retail)) MY

Description

Account Opening

• Check and verify Account Opening for Mail in application (Bundled with Housing/Reno loan, staff account, pure mail in/road show directly from customers)
• Check and verify for Account Opening Via DSE/E Form (Customer’s submission online via DSE/E Form)
• Check and verify account maintenance (Data enrichment) for customers who opened account at Branch/Online submission.
• Download and extract report and assign task to maker.
• To meet the SLA of the account opening followed the dateline of the creation that has been set up.

Account Maintenance

• Check and verify account and data maintenance (name, id, new address, signature/signing condition, power of attorney, indemnity, dual currency investment, customer’s others particulars update, accredited investor and overseas investor, staff resignation, return mail and FCFD)