Operations - Client Lifecycle Specialist

Brief Summary:

• Support accurate and well-controlled servicing activities throughout the client relationship lifecycle. Coordinate with key stakeholders to resolve requests, manage operational risks and strengthen service processes.

Responsibilities

• Process audit confirmations and contribute to assigned regulatory reporting activities. Manage end-to-end client servicing requests, including account amendments, client records and static data updates. Conduct credit screening and assist with name-screening activities in line with established policies and procedures. Complete all servicing activities accurately, promptly and in accordance with internal controls and regulatory requirements. Investigate, resolve and escalate operational exceptions, discrepancies and potential risk issues as appropriate. Work with Business, Compliance, Credit Risk and other relevant stakeholders to facilitate request completion and issue resolution. Maintain complete documentation, records and audit trails to support operational, regulatory and audit requirements. Contribute to process enhancements, system upgrades, testing activities and operational projects designed to improve efficiency and control effectiveness. Provide cross-functional assistance and undertake additional duties aligned with departmental objectives.

Requirements

• Bachelor's degree in Business Administration or a related discipline. At least three years of relevant experience in client lifecycle servicing within banking operations. Experience in banking operations, client servicing, client onboarding support, account maintenance, screening, audit confirmations or regulatory reporting is advantageous. Demonstrated ability to manage detailed operational processes accurately and within required timelines. Working knowledge of operational controls, regulatory obligations and risk-management procedures relevant to client servicing. Strong problem-solving skills, with the ability to investigate issues and escalate matters appropriately. Effective stakeholder coordination skills and the ability to work collaboratively across multiple functions.