Agency & Trust Onboarding Analyst-c11
hace 6 días
The Fiduciary Onboarding Analyst is a developing professional role in charge of processing client instructions for fiduciary client accounts opening, maintenance and closure.
**Responsibilities**:
- Responsible for providing support to the Agency & Trust business.
- Resolves complex problems or transactions, where expertise is required to interpret against policies, guidelines or processes.
- Provide full ownership for one or more processes, reports, procedures or products, and may also be considered analytical or procedural experts representing a unit or team on cross-function process or project deliverables.
- May supervise day-to-day work of junior level employees, but will not typically have formal management role.
**Qualifications**:
- Excellent problem solving skills. Excellent analytical skills. Reporting knowledge.
- Basic / Intermediate English
- Previous client onboarding experience
- 2-5 years relevant experience
**Education**:
- Bachelors/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.**Job Family Group**:
Customer Service
- **Job Family**:
Institutional Client Management
- **Time Type**:
Full time
- **Most Relevant Skills**
Please see the requirements listed above.
- **Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.-
- View Citi’s _EEO Policy Statement_ and the _Know Your Rights_ poster._
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