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Client Onboarding Specialist
hace 2 meses
The Client Onboard Analyst 2 is a key role in our team, responsible for ensuring seamless customer onboarding experiences. This position requires a strong understanding of financial services and excellent communication skills to effectively interact with clients and internal stakeholders.
Key Responsibilities- Manage customer interactions, documentation issuance, review, and system setups to ensure timely and accurate delivery of account opening functions.
- Develop and maintain close working relationships with clients and internal teams to facilitate open and direct communication of issues, needs, and queries.
- Perform daily management of account opening and maintenance processing, including in-process, pended, and service-related activities.
- Identify and implement process improvements to enhance customer satisfaction and service levels.
- Collaborate with cross-functional teams to resolve complex issues and ensure compliance with internal processes, regulations, and policies.
- 0-2 years of experience in documentation review, account maintenance, and related cash products.
- Excellent interpersonal skills, with the ability to work independently and as part of a team.
- Strong written and verbal communication skills, with the ability to effectively communicate with clients and internal stakeholders.
- Highly motivated, persistent, and able to work in a structured, high-volume, time-sensitive environment.
- Proficient in Microsoft Office Applications and able to handle urgent and escalation cases.
- 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.
