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Client Onboarding Specialist
hace 2 meses
The Client Onboard Rep 4 plays a crucial role in ensuring seamless client onboarding experiences. This position requires a high level of technical expertise, strong communication skills, and the ability to work independently with minimal supervision.
Key Responsibilities- Process client requests related to system setup, including signatory updates and documentation lodgment.
- Collaborate with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes.
- Provide timely and accurate responses to client and internal inquiries.
- Prepare documentation for archiving and ensure compliance with bank regulations.
- Verify and authorize data entered in the systems, ensuring high levels of accuracy and effectiveness.
- Escalate urgent or risk issues through appropriate channels and cooperate with other teams/employees as needed.
- Knowledge of financial services and banking products.
- Excellent communication and customer service skills.
- Ability to work in a fast-paced environment with multiple priorities.
- Flexibility and adaptability in a dynamic team environment.
Citi is committed to providing a supportive and inclusive work environment that fosters growth and development. As a Client Onboard Rep 4, you will have the opportunity to work with a talented team, develop your skills, and contribute to the success of our organization.
