Senior Associate, Account Services Specialist

Job Summary

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.

Job Responsibilities

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

Job 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