Client Onboarding Specialist

hace 2 meses


Xico, México Citi A tiempo completo

The Client Onboarding Specialist is a key role in Citi's Institutional Client Onboarding team. This position plays a critical part in ensuring that clients receive high-quality service and that their needs are met efficiently. The ideal candidate will have excellent communication skills, be able to work independently, and possess a strong attention to detail.

**Key Responsibilities:**

Responsible for providing exceptional customer service to clients, including documentation issuance, review, and system setups. Demonstrates a high level of diligence, motivation, and organizational skills, with a focus on timely and accurate delivery of all account opening functions. Performs day-to-day management of the account opening and maintenance processing, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements.

**Required Skills and Qualifications:**

To succeed in this role, you should have 0-2 years of experience in documentation review, account maintenance, and related cash products. You should also possess demonstrated interpersonal skills, be a proactive team player, and have exceptional written and verbal communication skills. Additionally, you should be highly motivated, persistent, and able to work in a structured, high-volume, time-sensitive, high-risk environment.

**Benefits:**

Citi offers a competitive salary range of $60,000 - $80,000 per annum, based on location. In addition, you will have access to a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off. You will also have opportunities for professional growth and development within the company.



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