Client Services Apprentice Programme

Our Client Services Apprenticeship Programme under the IBF Polytechnic Talent for Finance Scheme (PTFS) is a 12-month structured programme that is designed to give polytechnic graduates hands-on experience in the Wealth Management Client Services team.

You will have the opportunity to work within a CSO central team under the responsibility of a Client Service Support Manager (CSM). You will be part of the team that work closely with the Relationship Managers to support client service activities and deliver high-quality operational service while maintaining high service delivery standard within a regulated role.

This apprenticeship offers structured training, mentorship and a potential pathway to a permanent Client Services Officer role.

KEY RESPONSIBILITIES

• Management of account opening process provide support to Front Office for account opening documentation
• Perform independent callbacks for affirmation of client instructions or as directed by management
• Act as the point of contact for the Front Office – Support operational queries from various stakeholders such as Relationship Managers, Client Service Officers and internal clients from Controls or Operation Departments
• Support the Account Closure Process and Perform Level 1 Know-Your-Customer (KYC)
• Support/Perform Front Office Control and Risk management duties
• Process and policy reviews: Identify improvement areas, re-organizing workflows, design and implement business plans to smoothen Front Office processes
• Project management and stakeholder engagement for process remediation exercises and process changes 
• Conduct presentations to stakeholders for initiatives managed by CSSN
• Support Business Risk Manager in risk management initiatives
• Possibly perform CSO Business Management duties
• Administrative duties as required and any other duties that are assigned by Managemen

REQUIREMENTS

• Recent polytechnic graduates:
• Eligible polytechnic: Nanyang Polytechnic (NYP); Ngee Ann Polytechnic (NP); Republic Polytechnic (RP); Singapore Polytechnic (SP); or Temasek Polytechnic (TP).
• Or has completed National Service after graduating from a polytechnic, within 2 years from programme commencement date
• Meticulous and accurate in executing work assigned with a strong risk control approach
• Demonstrates accountability and initiative.
• A problem solver who actively seeks solutions to resolve issues with demonstrable analytical skill
• Able to multi-task and work under time sensitive environment
• Excellent organizational skills
• Team player with the capability to work independently
• Excellent inter-personal skills
• Demonstration of appropriate values and behaviors including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations.