Client Account Services Specialist, Maintenance Team (1 Year Contract)
Core
Provide account services support including document review, data inputs, account control, and monitoring for clients across the onboarding, periodic review, and maintenance lifecycle.
Role type
Client Account Services Specialist (Maintenance)
Builds
Maintains accurate client static data and ensures compliance with policies for private banking accounts.
Domain
Banking / Private Banking Operations
Required skills
document review, data entry, account monitoring, compliance adherence, exception handling, stakeholder liaison, MS Office proficiency
Preferred skills
private banking experience, ability to handle complexity, independent work
Technologies
MS Word, Excel, PowerPoint
Responsibilities
Process account documentation and system updates for post-onboarding maintenance requests. Perform sanity checks on periodic review lists and prepare outstanding document lists. Update client static data into the bank's core system. Monitor and resolve account exceptions and deviations to ensure policy compliance. Handle front office queries and escalate issues to stakeholders.
Seniority
Mid-level, hands-on IC