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Bank Account Management Administrator

Posted on 6/18/2024

Aztec Group

Aztec Group

1,001-5,000 employees

Corporate and fund services for alternative assets

Financial Services
Data & Analytics


Houston, TX, USA

Customer Success Management
Strategic Account Management
Sales & Account Management
Required Skills
Customer Service
  • Understanding of banking regulations and compliance standards related to account opening (AML/CDD)
  • Strong customer service skills
  • Meticulous attention to details
  • Clear and effective communication skills
  • Solution-oriented
  • Effective organization skills
  • Collaborative mindset
  • Technology proficient
  • Efficient time management
  • Ability to adapt to changes in procedures and regulations
  • Consistent focus on accuracy and precision in data entry and documentation
  • Assist Customer Service Teams in understanding account opening requirements and guide them through the process.
  • Collect and verify necessary documentation for new account applications.
  • Ensure strict adherence to regulatory requirements and internal account opening framework.
  • Input customer information accurately into the system/bank forms, minimizing errors.
  • Communicate effectively with internal teams to resolve any issues related to account opening.
  • Ensure efficiency in the process and reduce processing times.
  • Address and resolve any issues or discrepancies in account opening applications.
  • Maintain organized and secure records of account opening documentation.
  • Provide support to customers with inquiries related to their account opening status.
  • Collaborate with internal stakeholders to ensure a smooth account opening process.
  • Assist other team members with account opening applications and ensure best practices.
  • Contribute to the ongoing improvement of account opening workflows and procedures.
  • Uphold strict confidentiality standards in handling customer information.
  • Utilize relevant banking software and technology for efficient account processing.

Aztec Group specializes in providing fund and corporate services for alternative asset classes, with a focus on onshore and offshore jurisdictions. The main technologies/methods used in the product include fund administration, corporate services, and a focus on onshore and offshore jurisdictions.

Company Stage


Total Funding



Saint Helier, Jersey



Growth & Insights

6 month growth


1 year growth


2 year growth