Process Support: Assist in the account closure process, ensuring it is completed accurately and efficiently, with a thorough understanding of the fees and income processes.
Customer Interaction: Address customer inquiries and issues related to account closures, ensuring a positive customer experience.
Compliance and Risk Management: Ensure all account closures comply with legal and regulatory standards, identifying and mitigating any potential risks.
Data Analysis: Analyze data related to account closures to identify trends and areas for improvement.
Continuous Improvement: Identify opportunities for process improvements and support the implementation of changes to enhance efficiency and customer experience.
Collaboration: Work closely with other departments, such as Customer Service, Legal, and Finance, to ensure seamless account closure processes.
Qualifications:
Bachelor’s degree in Business Administration, Finance, or a related field.
Experience in account management, asset lifecycle, and customer satisfaction.
Strong analytical and organizational skills.
Excellent communication and interpersonal skills.
Knowledge of account/financial products lifecycle, fees, and income processes.
Ability to handle sensitive information with confidentiality.
Proficiency in relevant software and tools.
Preferred Qualifications:
At least 5-7 years’ experience in the financial services industry.
Knowledge of regulatory requirements related to account closures.