Onboarding Specialist

hace 6 meses


Ciudad de México Citi A tiempo completo

The Client Onboard Analyst 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

**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.
- 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.
- Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.
- 0-2 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 multitasking 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.
- 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
- **Job Family**:
Institutional Client Onboarding
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting


  • Onboarding Specialist

    hace 3 meses


    Ciudad de México, CDMX Fairplay A tiempo completo

    As an Onboarding Specialist at Fairplay, you will play a crucial role in ensuring the successful onboarding of our customers and setting the foundation for a positive and long-lasting relationship. You will be responsible for guiding customers through the onboarding process and providing them with the necessary support and resources to fully utilize our...


  • Ciudad de México sesametime A tiempo completo

    ¡Hola! Estamos buscando al nuevo fichaje estrella para nuestro equipo como **Customer Onboarding Specialist** Somos Sesame HR, **la solución digital que ayuda a equipos de Recursos Humanos **, managers y empresas a optimizar los procesos de gestión de personal, centralizándolos en una sola plataforma. Antes de que te contemos lo que estamos buscando,...


  • Ciudad de México, Ciudad de México Motive A tiempo completo

    About the Role:An expert in orchestrating seamless onboarding experiences for Motive's highest value customers. In this position, you will create and own the onboarding project, defining metrics for success, including Customer Kick Off, Go Live, and CSAT.The Enterprise Onboarding Specialist is a skilled project manager and Motive product expert who guides...


  • Ciudad de México Thomson Reuters A tiempo completo

    **Onboarding (KYC) Specialist** Are you passionate about the chance to bring your experience to a world-class company that is market-leading for both content and technology? If yes, we are looking for you. Join our team. The Customer Onboarding (KYC) Team is accountable for supporting customer vetting and entitlement activities to ensure compliance with...


  • Ciudad de México, CDMX Our World Energy A tiempo completo

    **Job Description: Client Onboarding Specialist** **Location: Mexico - Remote** **Reports to: Codi Guild** **Team: Internal Operations** **Job Summary**: As a **Client Onboarding Specialist**, you will be a crucial part of our new team focused on welcoming new clients. This role involves conducting welcome and compliance calls to ensure all customer...


  • Ciudad Juarez, México NASDAQ A tiempo completo

    Functional Onboarding Specialists need to provide essential support and guidance to customers from early stages until go-live of NTS service implementation and usage. They are the point of contact for any queries, bespoke advise, troubleshooting, and coordinating with internal NTS teams to ensure a smooth onboarding process- Client Engagement: - Effectively...


  • Ciudad de México Qualtrics A tiempo completo

    At Qualtrics, we create software the world’s best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform—we are the creators and stewards of the Experience Management category serving over 18K clients globally. Building a category takes grit, determination,...


  • Ciudad de México, Ciudad de México Motive A tiempo completo

    About the Role:An expert in driving successful onboarding projects for Motive's high-value customers. You will create and own the onboarding project plan, including metrics for success, such as Customer Kick Off, Go Live, and CSAT.This role combines strong project management skills with in-depth knowledge of Motive products to guide clients through complex...


  • Ciudad de México Healthatom A tiempo completo

    En Healthatom estamos revolucionando la industria de la salud, usando la tecnología como una herramienta poderosa. Por eso, creamos soluciones que facilitan la gestión del día a día de cientos de clínicas, consultas y centros médicos. Como Healthatomers, compartimos un propósito en común: **mejorar la calidad y el acceso a la salud de las...


  • Ciudad de México, Ciudad de México Motive A tiempo completo

    About the Role: An expert at initiating, controlling, and delivering successful deployment projects of Motive hardware and software with our highest value customers. In this role, you will create and own the onboarding project along with its metrics for success, including but not limited to Customer Kick Off, Go Live, and CSAT. The Implementation Consultant...


  • Ciudad de México, Ciudad de México MSCI Inc A tiempo completo

    About the Role:As a Strategic Portfolio Onboarding Specialist at MSCI Inc., you will play a vital role in ensuring seamless onboarding experiences for our clients. You will be responsible for building and maintaining client portfolio hierarchies, creating templates for integrating historical accounting data, and validating fund level market values against...


  • Ciudad de México, Ciudad de México Nasdaq A tiempo completo

    Nasdaq is seeking an experienced Onboarding Solutions Expert to join our team.As a Functional Onboarding Specialist, you will be responsible for providing essential support and guidance to customers from early stages until go-live of NTS service implementation and usage.This role requires strong communication skills and the ability to work closely with...


  • Ciudad Juarez, México METRIO A tiempo completo

    As a "Technical Onboarding Specialist", you will be responsible for onboarding new and existing customers onto the Nasdaq Trade Surveillance Software as a Service (SaaS). In this role, you will manage the customers and internal stakeholders and perform hands-on technical integration & data testing to onboard customers. You can expect an autonomous but...


  • Colonia Lomas de Chapultepec, México xperiencify.com A tiempo completo

    Onboarding And Training Specialist We're looking for our new Onboarding And Training Specialist - someone who'll be obsessed with the challenges of: - Welcoming new users to the platform - Helping new users break through the overwhelm of creating their first course (or two) You'll do this by constantly up-leveling and rethinking our approach to client...


  • Ciudad de México, Ciudad de México Nasdaq A tiempo completo

    Key Responsibilities:As a Technical Onboarding Specialist, you will be responsible for onboarding new and existing customers onto the Nasdaq Trade Surveillance Software as a Service (SaaS). This involves managing customers and internal stakeholders, performing hands-on technical integration & data testing, and ensuring seamless onboarding experiences.Client...

  • Senior Project Manager

    hace 2 semanas


    Ciudad de México, Ciudad de México Motive A tiempo completo

    About the Role:An expert in driving successful deployments of Motive hardware and software with our highest value customers. As a Senior Project Manager, you will own the onboarding process for assigned accounts, defining metrics for success, including Customer Kick Off, Go Live, and CSAT.You will be a highly skilled project manager and Motive product...


  • Ciudad de México, Ciudad de México Wellhub A tiempo completo

    Role OverviewWe are seeking a People Operations Support Specialist to join our rapidly growing team in Mexico City. This role will be responsible for providing exceptional support to employees across Latin America and the US, ensuring seamless onboarding, offboarding, and overall HR experience.


  • Ciudad de México, CDMX SiteMinder A tiempo completo

    At SiteMinder we believe the individual contributions of our employees are what drive our success. That’s why we hire and encourage diverse teams that include and respect a variety of voices, identities, backgrounds, experiences and perspectives. Our diverse and inclusive culture enables our employees to bring their unique selves to work and be proud of...

  • Onboarding Specialist

    hace 2 meses


    Ciudad de México, CDMX Salesforce A tiempo completo

    Job Category Customer Success Job Details **About Salesforce** We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your...


  • Ciudad de México, Ciudad de México Thomson Reuters A tiempo completo

    About the RoleIn this opportunity, you will play a vital role in ensuring customer due diligence reviews are completed efficiently. You will work closely with internal partners and directly with customers to receive documentation and information in a timely manner.Support customer due diligence reviews by coordinating with internal teams and communicating...