• Process client account opening documentation and discretionary portfolio account opening
• Ensure client accounts information and client static data are accurate and updated
• Manage the closure of client accounts
• Process eBanking, paperless correspondence and transaction alert services
• Verify voice-log conducted on client static data changes
• Assist in preparation of monthly reports for submission
• Assist in maintenance of dormant accounts
GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | Jasmine Zhang | Registration No:
R1105357
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