Key Client Onboarding Specialist

hace 1 mes


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 account opening process, ensuring timely and accurate delivery of all account opening functions. You will work closely with cross-functional teams to resolve complex issues and implement new processes.

Responsibilities:

  • Manage daily account opening and maintenance processing, including in-process, pended, and service-related activities.
  • Determine new work procedures and analyze complex issues with significant departmental impact.
  • Establish and maintain close working relationships with clients and internal teams to facilitate open communication.
  • Maintain a strong culture of risk and controls within the team through various processes and checkpoints.
  • Perform day-to-day management of account opening requirements, ensuring consistent delivery of high-quality service to customers.

Qualifications:

To be successful in this role, you will need:

  • 2-5 years of experience in documentation review, account maintenance, and related cash products.
  • Demonstrated interpersonal skills, pro-active team player, but also able to work independently.
  • Exceptional written and verbal communication skills.
  • Highly motivated, persistent, and able to work in a structured, high-volume, time-sensitive, high-risk environment.

Salary:

We offer a competitive salary range of $80,000 - $110,000 per year, based on your experience and qualifications.

Benefits:

Citi offers a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.

EEO Statement:

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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