Client Onboarding Specialist

hace 1 mes

Xico, México Citi A tiempo completo

The Client Onboarding Specialist is a key role within Citi, responsible for ensuring a seamless onboarding experience for institutional clients. This involves reviewing and documenting client information, setting up systems, and delivering exceptional customer service.

**Responsibilities:**

Responsible for customer interaction, documentation issuance, review, and system setups. Demonstrates high levels of diligence, motivation, and organizational skills.

- Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues.

- Performs day-to-day management of the account opening and maintenance processing, including daily management of in-process, pended, and service-related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements.

- Determines new work procedures, analyzes complex and variable issues with significant departmental impact.

- Ensures consistent delivery of high-quality service to customers through meeting or exceeding customer expectations guided by service level agreements and efficiency/accuracy standards.

- Establishes and maintains close working relationships with clients and within the team to facilitate an open and direct communication of issues, needs, queries, etc., in such a way that these may be responded to in an efficient, prompt, and professional manner.

- Embarks on continuous on-the-job training for end-to-end product knowledge.

- Understands client requirements and implements them correctly.

- Understands new customer requirements and ensures adequate support to new customer requirements and initiatives.

- Monitors customer satisfaction and service levels and drives process changes.

- Provides innovative solutions to clients.

- Ensures a strong and robust processing environment with effective controls.

- Establishes risk management practices.

- Maintains a strong culture of risk and controls in the team through various processes and check points.

- Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.

- Has the ability to operate with a limited level of direct supervision.

- Can exercise independence of judgment and autonomy.

- Acts as a Subject Matter Expert (SME) to senior stakeholders and/or other team members.

**Qualifications:**

2-5 years of experience in documentation review, account maintenance, and related cash products preferred.

- Demonstrated interpersonal skills, pro-active 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.

- Proficient in Microsoft Office Applications. Exposure to client interaction.

- Consistently demonstrates clear and concise written and verbal communication skills.

- 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

**Job Family Group:**

Customer Service

**Job Family:**

Institutional Client Onboarding

**Time Type:**

Full time

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.

View the "EEO is the Law" poster.

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