Are you seeking an exciting opportunity to join a dynamic and expanding team in a fast-paced and challenging environment? This is a unique chance to lead the Account Closure Operations team and collaborate closely with the business.
Job Summary:
The Account Closure Lead is responsible for overseeing the efficient and accurate closure of customer accounts for our international private bank clients. This role involves setting up and managing a new team, ensuring compliance with company policies, and maintaining high levels of customer satisfaction during the account closure process. The ideal candidate will have strong leadership skills, in-depth knowledge of the account opening / maintenance process, account lifecycle, a go-getter with great organisational skills, attention to detail, and a customer-centric approach.
Job Responsibilities:
Team Setup and Management: Establish and lead a new team of account closure specialists, providing guidance, training, and support to ensure high performance and professional development. Process Oversight: Oversee the account closure process, ensuring it is completed accurately and efficiently, with a thorough understanding of the fees and income processes. Customer Interaction: Handle complex 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. Performance Monitoring: Track and report on key performance indicators (KPIs) related to account closures, using data to drive improvements in processes and customer satisfaction. Continuous Improvement: Identify opportunities for process improvements and implement 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.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 leadership and team management skills, with experience in setting up new teams. Excellent communication and interpersonal skills. Detail-oriented with strong organizational skills. In-depth knowledge of account / financial products life-cycle, fees and income processes. Ability to handle sensitive information with confidentiality. Proficiency in relevant software and tools.Preferred qualifications, capabilities and skills:
At least 12-15 years’ experience in the financial services industry. Knowledge of regulatory requirements related to account closures. Project management and implementation.