Senior Client Onboarding Specialist

hace 1 mes

Xico, México Citi A tiempo completo

The Client Onboarding Analyst 2 is a key role in Citi’s Institutional Client Onboarding team. This position plays a crucial part in ensuring seamless onboarding of clients. 


Key Responsibilities:



  • Customer interaction and documentation issuance, review and system setups.
  • Timely and accurate delivery of all account opening functions and superior customer service.
  • Perform day-to-day management of the account opening and maintenance processing, including daily management of in-process, pended, and service-related activities.
  • Responsible for various types of project management in the account services space and managing cross-functional relationships with all teams.
  • Determine new work procedures, analyzes complex and variable issues with significant departmental impact.
  • Consistent delivery of high-quality service to customers through meeting or exceeding customer expectations guided by service level agreements and efficiency/accuracy standards.
  • Ensure awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices.
  • Establishes and maintains close working relationships with clients and within the team to facilitate open and direct communication of issues, needs, queries, etc.
  • Embarks on continuous on-the-job training for end-to-end product knowledge.
  • Understand client requirements and implement them correctly.
  • Understand new customer requirements and ensure adequate support to new customer requirements and initiatives.
  • Monitors customer satisfaction and service level and drives process changes.
  • Provides innovative solutions to clients.

Requirements:



  • 0-2 years of experience in documentation review, account maintenance, and related cash products preferred.
  • Demonstrated interpersonal skills, proactive 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.
  • Capable of prioritizing and eager to learn multiple products in a challenging environment.
  • Fast learner, strong attention to detail, and willingness to go extra mile.
  • Proficient in Microsoft Office Applications.
  • Proficient in handling urgent and escalation cases and manage client and internal team expectations.
  • Proficient knowledge of English (written and spoken).

Education:



  • Bachelor’s/University degree or equivalent experience

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.

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