Client Onboarding Specialist

hace 3 días


Xico, México Citi A tiempo completo

The ideal candidate will perform a variety of assignments with limited complexity, exercising attention to detail to ensure accuracy in tasks performed.

Working under general supervision and established procedures, this role may service a range of products and services. The representative will apply detailed knowledge of specialized administrative and technical skills to effectively execute tasks.

Responsibilities include assisting with the receipt, review, and lodgment of documentation, executing configuration in Legacy Systems for registration or maintenance of customer data and accounts, and managing physical incoming and outgoing documents under necessary controls.

This role also involves scanning and lodging documentation in the correct repository for clients, owning and maintaining documentation logs for E-2-E hand-off controls, and completing end-to-end reviews of documents to establish validity and accept or reject based on the review.

Additionally, the representative will maintain effective controls, ensure compliance with all processes and policies, and provide creative solutions to reduce errors and ensure adherence to audit and control policies.

This role requires the ability to work independently in a fast-paced environment, with effective verbal and written communication skills, and the ability to work through escalations, bringing in management as needed.



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