Client Onboarding Specialist

hace 1 mes


Xico, México Citi A tiempo completo

The Client Onboarding Specialist is a key role in ensuring a seamless onboarding experience for our clients. This position requires a strong understanding of our products and services, as well as excellent communication and organizational skills.

**Responsibilities:**

Develop and maintain strong relationships with clients and internal stakeholders

Coordinate the onboarding process, ensuring timely and accurate delivery of all account opening functions

Provide exceptional customer service and resolution of customer issues

Perform day-to-day management of the account opening and maintenance processing

Determine new work procedures and analyze complex issues with significant departmental impact

Consistently deliver high-quality service to customers through meeting or exceeding customer expectations

Ensure awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices

Establish and maintain close working relationships with clients and within the team to facilitate open and direct communication of issues, needs, queries, etc.

**Qualifications:**

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

Proficient in Microsoft Office Applications

Proficient in handling urgent and escalation cases and manage client and internal team expectations

**Education:**

Bachelor's/University degree or equivalent experience



  • Xico, México Global Payments (Beamery) A tiempo completo

    Job OverviewIn this exciting role as a Client Onboarding Specialist with Global Payments, you will play a crucial part in shaping the customer experience by efficiently onboarding merchants and managing their membership maintenance services.


  • 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...


  • Xico, México Avantstay, Inc. A tiempo completo

    Company OverviewAvantStay, Inc. is a leading hospitality brand delivering exceptional group experiences. Our venture-funded company is revolutionizing the $100+ billion STR industry with innovative technology and a millennial focus.Salary: $11-13 USD per hour, paid twice monthly. Compensation dependent on experience and location.Job DescriptionSupport...


  • Xico, México Citi A tiempo completo

    About CitiCiti is a leading global bank that provides a wide range of financial services to individuals, corporations, governments, and institutions. Our mission is to serve as a trusted partner to our clients by providing innovative financial solutions and exceptional service.Job OverviewWe are seeking an experienced Sales Support Specialist to join our...


  • Xico, México Hsbc A tiempo completo

    Job SummaryWe are seeking a highly skilled Senior Client Onboarding Specialist to join our team at Hsbc. As a key member of our Wholesale Planning Services team, you will be responsible for delivering a best-in-class customer onboarding experience, managing client expectations, and ensuring compliance with regulatory requirements.Key...


  • Xico, México Citi A tiempo completo

    Job Summary: We are seeking a highly motivated and detail-oriented Onboarding Specialist to join our team at Citi. As a key member of our Institutional Client Onboarding team, you will be responsible for ensuring seamless onboarding experiences for our clients.Key Responsibilities:Manage customer interactions, documentation issuance, review, and system...


  • Xico, México Citi A tiempo completo

    The Client Onboarding Specialist is a key role within Citi, responsible for ensuring a seamless onboarding experience for institutional clients. This involves reviewing and documenting client information, setting up systems, and delivering exceptional customer service.**Responsibilities:**Responsible for customer interaction, documentation issuance, review,...

  • Onboarding Expert

    hace 4 semanas


    Xico, México 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...


  • Xico, México Bitso A tiempo completo

    About the RoleWe are seeking an experienced Crypto Onboarding Specialist to join our team at Bitso. As a leading cryptocurrency platform in Latin America, we are committed to making crypto useful by providing equal access to safe and intuitive financial products.Job SummaryThis role is responsible for ensuring world-class onboarding processes and experiences...


  • Xico, México Citi A tiempo completo

    About the Role:As a Key Client Onboarding Specialist at Citi, you will be responsible for delivering high-quality client onboarding experiences. This role requires exceptional interpersonal skills, with the ability to interact with clients, internal teams, and senior stakeholders.Job Summary:This is a full-time position that involves managing the end-to-end...


  • Xico, México Citi A tiempo completo

    At Citi, we are seeking a highly motivated Key Account Onboarding Specialist to join our team. This is a full-time opportunity with an estimated salary of $65,000 - $80,000 per year, depending on location and experience.**Job Summary:**The Key Account Onboarding Specialist will be responsible for ensuring timely and accurate delivery of all account opening...


  • Xico, México Bitso A tiempo completo

    About the RoleWe are seeking a skilled Crypto Onboarding Specialist to join our team at Bitso. As a key member of our Customer Support team, you will be responsible for evaluating and measuring cross-functional KYC processes to ensure efficient solutions and continuous improvement.Key ResponsibilitiesAct as a liaison between the Customer Support team and the...


  • Xico, México Citi A tiempo completo

    About the RoleThis is a full-time position in Customer Service, specifically within Institutional Client Onboarding at Citi.Job SummaryWe are seeking a skilled and detail-oriented individual to join our team as a Client Onboarding Representative. As a key member of our operations team, you will be responsible for ensuring seamless client onboarding...


  • Xico, México Monograph A tiempo completo

    **About Monograph**We are a financial infrastructure platform for businesses. Millions of companies - from the world's largest enterprises to the most ambitious startups - use us to accept payments, grow their revenue, and accelerate new business opportunities.Mission: We aim to increase the GDP of the internet by providing a seamless onboarding experience...


  • Xico, México Fairplay A tiempo completo

    Company OverviewFairplay is a leading organization dedicated to providing exceptional customer experiences. Our team is passionate about ensuring that our customers receive the best possible support and resources to help them achieve their goals. Job DescriptionWe are seeking an experienced Customer Onboarding Experience Manager to join our team. As an...


  • Xico, México Heartland Payment Systems A tiempo completo

    Job OverviewWe are seeking a highly skilled Account Onboarding Specialist to join our team at EVO Payments Inc. This is an exciting opportunity for someone who wants to work in a dynamic environment and be part of a leading payment technology and services provider.About the RoleThe successful candidate will be responsible for establishing file control for...

  • HR Onboarding Expert

    hace 5 días


    Xico, México Factorial Hr A tiempo completo

    Job Title: German Market Onboarding ProfessionalJob Description:We're looking for a new German Market Onboarding Professional to help us boost our company to the next level. As a crucial part of our Product team, the Onboarding Specialist is responsible for onboarding new clients, implementing and ensuring the usage of the platform to its fullest, and...


  • Xico, México Citi A tiempo completo

    The Fiduciary Onboarding Operations Specialist is an entry-level position responsible for providing operations support services, including record/documentation maintenance, storage & retrieval of records, account maintenance, imaging, and the opening of accounts in coordination with the Operations - Core Team. The role serves as the liaison between...

  • Operaciones y Onboarding

    hace 4 semanas


    Xico, México Karri A tiempo completo

    En Karri, empresa chilena de logística enfocada en la experiencia del cliente final y la tecnología, buscamos un especialista en operaciones y onboarding para unirse a nuestro equipo.Funciones:• Atender a los nuevos operadores y brindarles el apoyo necesario para que se integren al equipo.• Capacitar a los nuevos operadores en las mejores prácticas de...


  • Xico, México Third-Party Job Posts A tiempo completo

    Job Title: Director of OnboardingWe are seeking an experienced Director of Onboarding to join our team. As a key member of our implementation team, you will be responsible for developing and executing comprehensive onboarding strategies that ensure seamless implementations and ecstatic customers.Key Responsibilities:Develop and implement strategic onboarding...