Associate Account Services Specialist

We are seeking a detail-oriented and client-focused Account Services Specialist to support end-to-end account lifecycle management. This role combines operational excellence client interaction and ownership of AI-enabled automation solutions to drive efficiency and enhance service delivery.

Account Maintenance & Operations

• Ensure timely and accurate processing of new account openings in compliance with regulatory KYC and internal documentation requirements
• Perform account maintenance activities including updates amendments and closures ensuring data integrity across systems
• Review and validate account documentation to ensure completeness and adherence to policies
• Identify and escalate discrepancies risks or compliance concerns promptly
• Support continuous improvement initiatives to streamline processes and enhance efficiency

Client Servicing & Relationship Support

• Deliver a high standard of client experience ensuring requests are handled accurately and within agreed service levels
• Proactively identify opportunities to improve client satisfaction and service delivery

AI & Automation Enablement

• Operate and manage AI-enabled automation solutions to support account servicing processes
• Monitor system performance identify gaps and provide feedback to enhance automation effectiveness
• Collaborate with technology teams to optimize workflows and drive digitization initiatives
• Support user testing implementation and adoption of new automation tools within the team
• Act as a subject matter user bridging operations and technology to improve productivity and scalability

General & Team Contributions

• Assist in ad-hoc projects audits and system enhancements as required
• Participate in team initiatives aimed at improving operational controls and customer experience
• Maintain up-to-date knowledge of policies procedures and regulatory requirements

• Strong attention to detail with the ability to process high volumes of data accurately
• Good verbal and written communication skills with the ability to interact confidently with clients and stakeholders
• Client-centric mindset with a commitment to delivering excellent service and responsiveness
• Comfortable working with digital tools automation platforms or AI-enabled solutions
• Proactive adaptable and willing to take ownership of tasks beyond core responsibilities
• Ability to work under pressure manage priorities and meet tight deadlines
• Team player with a collaborative approach
• Willingness to work overtime when required to support business needs