Skip to main content
Eugenique Williams

Eugenique Williams

Client Success Specialist

Talent
VaughanMember since July 3, 2026
Client ServiceAccount AdministrationClient OnboardingAML/KYC ComplianceRegulatory ComplianceProcess Improvement
·

Hire this person

Send a job offer directly to this candidate

Client ServiceAccount AdministrationClient OnboardingAML/KYC ComplianceRegulatory Compliance

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)

Skills

Client Success Specialist

Reviews