Client Onboarding Analyst
hace 2 semanas
The Customer Service Analyst 2 is an intermediate-level position responsible for providing clients with resolutions and support in coordination with the Customer Service team. The overall objective of this role is to address external customer issues and provide ongoing customer service support.
**Responsibilities**:
- Serve as single point of contact for internal partners and external clients, interacting with key teams to identify and resolve issues
- Ensures customer inquiries are answered in an efficient and timely manner, maintaining compliance with departmental standards
- Conduct necessary analyses to address client needs
- Communicate resolutions to clients
- Develop and maintain client portfolio through regular calls and face to face interaction, as needed
- Inform clients about problems (system failures, market issues) and provide regular resolution updates
**Qualifications**:
- 0-2 years of relevant experience
- Experience in customer service preferred
- Computer proficiency
- Consistently demonstrate clear and concise written and verbal communication
- Proven investigative and analytical skills
- Demonstrated ability to present concepts and influence change
- Consistently deliver high-quality customer service with focus on building client relationship and achieving quality results
- Proven ability to work under limited supervision within a team environment
**Education**:
- Bachelor's degree/University degree or equivalent experience
- Contacto directo con clientes por medio de ventanilla para recepción de documentos y resguardo.
- Experto en documentación de clientes, expedientes, actas de poderes, contratos de diferentes productos.
- Validación de documentación previo a solicitar la ejecución de los mismos a las áreas operativas.
- Relacionado a onboarding y contratos de cuentas de cheques, implementación de productos cash (bancas electrónicas), productos de mercados (derivados, FX, inversión).
- Trabajo en equipo, organización, compromiso y responsabilidad
- Inglés intermedio
- **Job Family Group**:
Customer Service
- **Job Family**:
Institutional Customer Service
- **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
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