Overview

We are seeking an Operations Specialist Client Account Profile to support client account onboarding, maintenance, and operational servicing within a financial services environment. This role is responsible for ensuring new accounts are opened accurately, existing accounts are maintained properly, and operational risk is minimized through careful review, validation, and issue resolution.

The ideal candidate is highly organized, detail-oriented, and customer-focused, with strong analytical skills and the ability to manage multiple priorities in a fast-paced, deadline-driven environment.

Responsibilities

Account Opening & Maintenance

• Set up new client accounts across internal systems
• Perform maintenance on existing client accounts, including updates and modifications
• Close accounts that are no longer required
• Review and process account opening documentation accurately and efficiently
• Enter and maintain account data across multiple platforms and workflows

Risk Management & Quality Control

• Identify incomplete, missing, or inconsistent information that could create operational or client risk
• Research and resolve account discrepancies before processing transactions
• Escalate complex or high-risk issues appropriately
• Ensure all account information complies with internal procedures and controls
• Maintain a strong focus on accuracy and attention to detail

Client Service & Collaboration

• Support internal clients throughout the account onboarding and maintenance process
• Provide timely updates regarding account status and outstanding requirements
• Work closely with Client Service and operational teams to resolve requests and inquiries
• Deliver high-quality service while maintaining accuracy and efficiency
• Communicate professionally with stakeholders across multiple business areas

Process Improvement

• Develop an understanding of internal systems, workflows, and operational processes
• Identify opportunities to improve efficiency, productivity, and risk controls
• Participate in department and firm-wide process improvement initiatives
• Share best practices and support continuous improvement efforts

Required Qualifications

• Bachelor's degree or equivalent work experience
• Strong computer and Microsoft Office skills
• Excellent verbal and written communication skills
• Strong analytical and problem-solving abilities
• Ability to identify, escalate, and resolve issues effectively
• Strong organizational skills and attention to detail
• Ability to manage time efficiently and prioritize multiple tasks
• Ability to work effectively in a team environment
• Ability to meet deadlines and perform well under pressure
• Strong multitasking skills

Preferred Qualifications

• Experience in account onboarding, client servicing, financial operations, or banking operations
• Experience working with customer data, account maintenance, or operational workflows
• Knowledge of operational risk and control processes
• Experience supporting process improvement initiatives
• Financial services experience preferred