Client Account Services Specialist/Manager - Maintenance (Manager/AVP)
Core
Provides account services support including documentation review, data inputs, account control, and monitoring for clients across the onboarding, review, and maintenance lifecycle.
Role type
Senior IC banking operations specialist (account services)
Builds
Client account files and static data records
Domain
Banking / Private Banking
Required skills
Banking operations experience, document review, data entry, compliance adherence, exception handling, stakeholder liaison, system updates
Preferred skills
Private banking domain knowledge, risk awareness, independent work
Technologies
Core banking systems, MS Word, Excel, PowerPoint
Responsibilities
Review and process client documentation for onboarding and periodic KYC reviews; Update client static data in the core banking system; Monitor accounts for exceptions and deviations; Liaise with Relationship Managers and Front Office on documentation shortfalls and case status; Ensure compliance with internal policies and procedures.
Seniority
Mid-Senior, hands-on IC