Eugenique Williams
Client Success Specialist
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About
Professional with 5+ years of experience in insurance, trust and banking environments. Skilled in client servicing, account administration and ensuring AML/KYC compliance. Experienced with client onboarding, managing documents and high-volume workflows while maintaining accurate records, collaborating across teams and delivering timely operational support.
Experience
Client Success Specialist at Aon (2024-01 – Present)
- Manage insurance-related service requests for 150+ client accounts, ensuring timely resolution
- Maintain accurate client records and documentation while ensuring compliance with internal controls and operational standards
- Collaborate with internal and external stakeholders to resolve account issues and support client service delivery
Trust Fiduciary Associate Analyst at CitiTrust (Bahamas) Ltd. (2021-01 – 2022-12)
- Supported account administration and ongoing maintenance for high-net worth client accounts
- Reviewed AML/KYC documentation to ensure regulatory compliance of client records
- Coordinated with cross-functional teams to resolve account issues and support day-to-day operational activities
Consultant at Inter-American Development Bank (2020-01 – 2020-12)
- Deliver presentations to provide updates on project activities and deliverables
- Developed workflow documentation and process maps to improve business processes and operational efficiency
- Analyzed financial data and prepared reports to support investment strategies
Data and Document Processor at Accounting Outsource Services Ltd. (2017-01 – 2018-12)
- Processed high-volume financial documentation while maintaining accuracy and data integrity
- Supported User Acceptance Testing for new in-house software implementation and process improvements
- Created user guides and documentation to support user adoption of new system and knowledge sharing
Education
Master of Science in Business Management in Information Systems Strategy & Governance – Edinburgh Napier University (2020-01 – 2022-12)
Accounting Diploma in Accounting – Seneca College (2022-01 – 2024-12)