Key Accounts Operations Lead Associate
The Operations Support Officer is responsible for handling day-to-day client account operations including account opening, upgrades, downgrades, and card issuance. The role supports Relationship Managers in fulfilling compliance requirements and managing account archiving. Additionally, the officer maintains accurate tracking of Management Information Systems (MIS) and prepares daily operational reports.
Process client account openings, upgrades, downgrades, and ensure timely issuance of debit and credit cards.
Provide administrative and operational support to Relationship Managers, particularly with compliance documentation and account archiving processes.
Maintain and track MIS to monitor key operational metrics and performance indicators
Prepare and submit daily operational reports to relevant stakeholders and management.
Ensure all tasks are performed in compliance with internal policies, regulatory requirements, and service quality standards.
Coordinate with internal departments (e.g. Compliance, IT, Risk) as needed to resolve issues and ensure smooth operations.
- Supervise the operations team to ensure KPIs are met.
- Assist front-line staff and relationship managers in operational tasks.
- Act as a quality checker on systems and processes.
Required Skills
Accuracy in work
Analytical skills
Communication and interpersonal skills
Time management skills
Ability to coordinate and follow up
Planning and organizational skills
Ability to handle work pressure and unexpected developments
Problem-solving ability