Client Onboarding Specialist
hace 1 semana
Job Summary:
Citi is seeking a highly skilled Client Onboarding Specialist to join our team. As a key member of our Institutional Client Onboarding department, you will be responsible for ensuring seamless client onboarding experiences.
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 responses to client and internal inquiries.
- Prepare documentation for archiving and ensure compliance with regulatory requirements.
- Apply bank regulations while processing client requests.
- Stay up-to-date with current procedures, internal rules, external regulations, and follow changes in relevant documents.
- Document operation procedure updates and ensure accurate data entry.
- Process client instructions with high accuracy and effectiveness, adhering to deadlines.
- Verify and authorize data entered in systems.
- Ensure efficient and timely resolution of client queries.
- Escalate urgent/risk issues through appropriate channels.
- Support other teams/employees as instructed by supervisors, including potential movement to another team or process.
- Perform other critical tasks as instructed by supervisors, such as participating in trainings, projects, conference calls, and systems testing.
- Ensure high levels of client satisfaction through strong product, process, and client knowledge.
- Identify and suggest process improvements, and assist in implementing validated improvements.
- Understand procedures and controls for operational processes, and support Manager with quality assurance process.
- Perform within departmental procedures and compliance standards to minimize losses.
- Coordinate projects around internal processes and participate in user acceptance testing of new systems.
- Effectively execute day-to-day responsibilities and any other work instructed by supervisor related to this function.
Requirements:
- Previous experience in financial services is preferred.
- Knowledge of bank products in the scope of opening and maintaining bank accounts.
- Customer communication experience (internal/external).
- Knowledge of finances and banking.
- Flexibility, team spirit, loyalty.
- High attention to detail.
- Good PC skills (Excel, Word).
- Fluent in both written and spoken English.
- Ability to work under pressure and meet deadlines.
- Proficient knowledge of English (written and spoken).
Education:
Bachelor's/University degree or equivalent experience.
Job Family Group: Customer Service
Job Family: Institutional Client Onboarding
Time Type: Full time
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