Customer Operations Specialist
Core
Support customers through onboarding, account servicing, and maintenance journeys while ensuring requests are handled from start to finish.
Role type
Customer Operations Specialist
Builds
Customer service journeys and operational processes
Domain
Financial services / Banking
Deliverable
client delivery
Required skills
problem-solving, process improvement, digital tool usage, regulatory compliance, stakeholder collaboration
Preferred skills
banking experience, onboarding knowledge, change management
Responsibilities
Support customers through key onboarding, servicing and account maintenance journeys; Complete activity accurately in line with risk and regulatory requirements; Work collaboratively across Client Delivery to resolve queries; Use digital tools and systems to manage work and track progress; Identify opportunities to simplify processes and improve customer experience.
Seniority
Individual Contributor, mid-level
