
Client Onboarding Intermediate Analyst
18 hours ago
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Launch your career in financial services and make a direct impact as a Client Onboarding Analyst, where you'll own the client experience from start to finish. You'll leverage your analytical skills and data analysis expertise to solve complex challenges and collaborate with teams across the organization, contributing directly to the success of our business. If you're a driven problem-solver seeking a rewarding opportunity to grow and make a difference, we encourage you to apply
Responsibilities:
- Responsible for customer interaction, documentation issuance, review and system setups. Demonstrates high level of diligence, motivation and organizational skills.
- Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues.
- Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners. Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams.
- Determines new work procedures, analyzes complex and variable issues with significant departmental impact.
- Ensures consistent delivery of high quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards.
- Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices.
- Establishes and maintains close working relationship with clients and within team to facilitate an open and direct communication of issues, needs, queries, etc., in such that these may be responded to in an efficient, prompt and professional manner.
- Embarks on continuous on the job training for end to end product knowledge.
- Understands client requirements and implement them correctly.
- Understands new customer requirements and ensure adequate support to new customer requirements and initiatives.
- Monitors customer satisfaction and service level and drive process changes.
- Provides innovative solutions to clients.
- Ensures a strong and robust processing environment with effective controls.
- Establishes risk management practice.
- Maintains a strong culture of risk and controls in the team through various processes and check points. Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.
- Has the ability to operate with a limited level of direct supervision.
- Can exercise independence of judgement and autonomy.
- Acts as SME to senior stakeholders and /or other team members.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- 2-5 years of experience in Documentation review, Account Maintenance and related Cash products preferred
- Demonstrated interpersonal skills, pro-active team player but also able to work independently, with exceptional written and verbal communication skills.
- Highly motivated, persistent, and able to work in a structured, high volume, time sensitive, high-risk environment. Capable of prioritizing and eager to learn multiple products in a challenging environment. Fast learner, strong attention to detail, and willingness to go extra mile.
- Proficient in Microsoft Office Applications. Exposure to Client interaction
- Consistently demonstrates clear and concise written and verbal communication skills.
- Proficient in handling urgent and escalation cases and manage client and internal team expectations. Proficient knowledge of English (written and spoken).
Job Family Group:
Customer Service
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Job Family:
Institutional Client Onboarding
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Time Type:
Full time
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.Seniority level
- Seniority levelNot Applicable
- Employment typeFull-time
- Job functionInformation Technology
- IndustriesBanking, Financial Services, and Investment Banking
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