Client Onboarding Specialist

hace 1 mes


Xico, México Citi A tiempo completo
About Citi

Citi 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 Overview

We are seeking an experienced Sales Support Specialist to join our team in Institutional Sales Support. As a Sales Support Specialist, you will play a key role in supporting our sales teams in delivering excellent client service and driving business growth.

Responsibilities
  • Assist sales teams in coordinating internal activities and preparing materials for client meetings, including developing and maintaining client presentations and marketing materials.
  • Attend client meetings with sales teams and document call reports in relevant systems.
  • Track and execute follow-up items from internal and client meetings.
  • Support sales teams in developing and executing client strategy and sales initiatives, including maintaining associated reports.
  • Work closely with control functions such as Legal, Compliance, Market and Credit Risk, Audit, and Finance to ensure appropriate governance and control infrastructure.
  • Baillant a culture of responsible finance, good governance, and supervision, expense discipline, and ethics.
  • Assess risk/reward of transactions when making business decisions, demonstrating proper consideration for the firm's reputation.
Qualifications
  • 0-2 years of relevant experience.
  • Knowledge of client onboarding procedures (KYC requirements, OFAC, etc.) and use of Client Relationship Management (CRM) system.
  • Demonstrated interpersonal skills related to client interaction and internal team interactions.
  • Proficient with Excel, Word, PowerPoint.
Education

Bachelor's/University degree or equivalent experience.

About You

You must be able to work effectively in a fast-paced environment, think critically, and demonstrate strong communication and problem-solving skills. If you have a passion for sales support and want to make a meaningful contribution to our team, we encourage you to apply.

Salary

The estimated salary for this role is $65,000 - $85,000 per year, depending on experience and location.



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