Accounts Operations Specialist, Private Equity (Buenos Aires)

Accounts Operations Specialist, Private Equity (Buenos Aires)

19 ago
|
Sercanto
|
Buenos Aires

19 ago

Sercanto

Buenos Aires

Job title: Account Operations Specialist Rank: Senior Associate
The Account Operations Specialist will play a critical role in supporting key account operations for nominated high priority accounts within the Account Support centre. This role is designed to ensure high-quality, consistent, and efficient processes across various account management tasks. The specialist will work closely with account teams and internal business services groups to deliver on day-to-day account operational needs.
Key Responsibilities
- Ensure relevant stakeholders receive and understand critical business indicators for the account.
- Aggregate account relevant information by leveraging EY tools and external sources.
- Develop company research packs by leveraging client websites & external sources and share quarterly financial result summaries with the account team
- Manage content for account databases, websites, and SharePoint sites
- Collaborate with opportunity and data owners to ensure sales, pipeline, and revenue data hygiene.
- Prepare Account meeting packs for account team discussions.




- Understand organizational hierarchies and support account teams in developing client organization and account team charts.
- Help maintain data quality with reference to EY tools such as Account Relationship Database, Integral Financial Information System, and Customer Relationship Management.
- Review, update, and validate critical links by collaborating with local teams.
- Coordinate with account teams to understand the pre-employment screening process as part of compliance checks prior to initiating engagement with the clients.
- Understand engagement contract documents for EY employees to precisely interpret with pre-employment screening guidelines.
- Facilitate compliance with client mandated procurement requirements Identify existing processes for refinement using digital platforms, automation tools, and analytics.
- Achieve operational excellence through the standardization of activities and

📌 Accounts Operations Specialist, Private Equity (Buenos Aires)
🏢 Sercanto
📍 Buenos Aires

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