Key Responsibilities:
- Assist in establishing and supporting a new team of account closure specialists, providing guidance to ensure high performance.
- Support the account closure process, ensuring it is completed accurately and efficiently, with a thorough understanding of the fees and income processes.
- Address complex customer inquiries and issues related to account closures, ensuring a positive customer experience.
- Ensure all account closures comply with legal and regulatory standards, identifying and mitigating any potential risks.
- Assist in tracking and reporting on key performance indicators (KPIs) related to account closures, using data to drive improvements in processes and customer satisfaction.
- Identify opportunities for process improvements and support the implementation of changes to enhance efficiency and customer experience.
- Work closely with other departments, such as Customer Service, Legal, and Finance, to ensure seamless account closure processes.
Required qualifications, capabilities and skills:
- Bachelor’s degree in Business Administration, Finance, or a related field.
- Proven experience in account management, asset lifecycle, and customer satisfaction.
- Strong organizational skills and attention to detail.
- 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, capabilities and skills:
- At least 8-10 years’ experience in the financial services industry.
- Knowledge of regulatory requirements related to account closures.
- Experience in project management and implementation.