Client Operations Specialist Audit & Client Services

Job Title:

Company: Kiya.ai

Location:

Experience Required:

Education Required:

Role Overview

The Client Operations Specialist will manage client queries, produce audit statements, and ensure operational efficiency across global banking operations. The role involves close collaboration with internal stakeholders and client-facing teams to deliver high-quality services, maintain regulatory compliance, and continuously improve processes.

Key Responsibilities

• Manage Client Queries Related to Audit Confirmations

• Process client requests regarding audit confirmations in line with service level agreements.
  
• Maintain strong relationships with VIP clients to ensure high satisfaction.
  

• Produce Day-to-Day Audit Statements

• Ensure audit reports are accurately parameterized in systems according to current procedures.
  
• Monitor daily controls, ensuring timely production and distribution of audit statements across asset classes.
  

• Ensure Operational Efficiency

• Maintain, enhance, and develop operational policies and procedures.
  
• Identify, propose, and implement process improvements, including automation opportunities.
  
• Contribute to strengthening tools and processes, including active participation in User Acceptance Testing (UAT).
  

Contributing Responsibilities

• Maintain Internal Network

• Collaborate with Relationship Managers, Back Office, and Middle Office teams to understand client needs and streamline problem-solving.
  
• Share and disseminate objectives to drive global client satisfaction.
  

• Achieve Client Satisfaction

• Advocate for clients while ensuring compliance with bank policy and industry regulations.
  

• Key Contributions

• Maintain and develop relationships with internal stakeholders (RM, CSD, Credit Team, Marketers).
  
• Contribute to system development and propose ideas to enhance functionality.
  
• Support operational risk mitigation and contribute to team knowledge sharing.
  
• Suggest ways to continually streamline and improve processes.
  

Technical & Behavioral Competencies

• Minimum 2 years of client-facing experience in Global Markets or Global Banking Operations.
  
• Strong knowledge of end-to-end operational processes (pre- and post-trade) for financial services.
  
• Understanding of financial institutions and global banking products.
  
• Excellent client-focused mindset with strong communication and relationship management skills.
  
• Ability to coordinate, prioritize, and manage multiple tasks effectively.
  
• Experience interacting with clients via phone, email, and meetings.
  
• Strong analytical and problem-solving skills; ability to compile and present data.
  
• Clear and concise communicator.
  

Qualifications

• Masters Degree in Finance, Business (or equivalent).
  
• Minimum 2+ years of client-facing experience.
  
• Advanced knowledge of Microsoft Excel (Pivot Tables, VLOOKUP, dashboards) and PowerPoint.