Account Operations Coordinator

Role Summary

We are seeking a proactive Account Operations Coordinator to support banking customer accounts with high operational rigor. This role ensures account documentation is current, account health is transparently tracked, risks and renewals are proactively managed, and delivery insights are synthesized into actionable recommendations. You will collaborate closely with MDs, Practice Heads, Delivery, Finance, Recruitment, and PMO to prepare QBRs, proposals, and dashboards—enabling leadership and customer conversations with ready, accurate information.

Key Responsibilities & Expected Outcomes

1. Maintain Account Dossiers

• Prepare and continuously update account documents for each banking customer, including org charts, key contacts, contract details, billing constructs, SLAs, and active projects.
• Outcome: A ready, accurate snapshot of each acco...